What our clients say

"Without doubt Simon is one of the UK's leading Lifestyle Financial Planners. He cuts through the 'noise' created by the financial services industry. Unlike most 'Advisers', he doesn't over promise and under deliver. Instead, he helps clients focus on what's important. He helps clients get complete clarity over where they are heading financially, and what they need to do to secure their future. Meet with him, and see for yourself. He's also a really nice guy!"
Paul Armson

"We were impressed to receive our Financial Plan within 24 hours of our meeting with Yates & Co.  The turnaround time and comprehensiveness of the report and plan were outstanding, far exceeding our expectations and accurately reflecting all we had explored and discussed.

They captured every aspect of our financial life and hopes for the future and enabled us to think and move forward confidently.  At a time when our lives were complex and stressful, Simon Yates and Senga Jones have provided us with clear insight and simplified our decision making.  Their service is uniquely helpful and offers great reassurance to know we can revisit and reflect upon the report and plan as our circumstances change. 

Everyone at Yates & Co has given impeccable personal service from the moment of first contact, providing a professional, flexible and truly outstanding financial planning service as our circumstances have changed throughout the year.  For us there is no competition - Yates & Co is undoubtedly 'The Winning Team', ready to help when we need it and with an approach to financial planning other IFAs, in our experience, have yet to match.  It is a service worth travelling for."
Jennifer Vickers & Nick Greenall

"How much do you need to retire on - who knows? Simon does.

What an amazing process to go through whereby Simon profiles all of your assets and links them to your future plans to see how your life will pan out. Why leave it to chance when you can plan it. You wouldn't turn up to an airport without planning your holiday so why do most not do it with the rest of their life.

I really do recommend that everyone, no matter what their personal circumstances are, should take time to plan their life, and Simon in my view is the right person to help; so calm and collected he helps and guides you through the whole process very professionally."
Adrian Lomas

"Gareth Williams is an outstanding asset in your company.  His attention to detail and proactive nature, coupled with honesty, make it a pleasure doing business."
Jane Davis 

"I have been a customer of Yates & Co for some years in a personal capacity and also referring our employees to Simon Yates for financial advice.

There are a number of aspects of the service we receive from the company that we particularly like. Firstly, the chemistry needs to be right between the adviser and the client.  The team that we have consistently used listen and fully understand the issues from the client's viewpoint and are sufficiently capable and flexible to be able to craft an approach which provides a unique solution for the individual.

Through a series of relaxed conversations they really make you think about the important issues in your life and then they enable you to make appropriate decisions and informed choices.  At all times they take the time to really explain the issues, so you are knowledgeable and confident in the decisions you make.

Finally, Yates & Co have an excellent network of contacts to assist in managing your finances and some good products to support you, and on a personal note they are relaxed, friendly but always professional. They are not at all pushy in seeking to constantly sell you products or services. They build relationships for the long term."
Bill Robinson, HR Director of Operations, Ball Packaging Europe UK Ltd


"Using the services provided by Yates and Co gave me a real understanding of where I needed to drive my business forward to provide the lifestyle I expect in retirement.  Their clear no-nonsense assessment of my needs really focused me on what is important in my future.  They have taken the guess work and hard work out of my financial planning.  I now have a clear managed portfolio of financial services that adapts to suit my needs."
Neal Smith, Managing Director, The Card Network Ltd


"Hayley and I just wanted to drop you a note of special thanks for the recent service you provided to us and professionalism of all at Yates and Co.  

It's probably one of the hardest and perhaps longest deals you've had to work your magic on, but it has all come good in the end.  The whole experience has been positively complimented by the recommendations to your own personal network of fellow professionals.  Who have all been a true testament to you, in terms of ease of working with, integrity and principles you hold personally.  

We look forward to dealing with yourself in the future and cannot recommend you highly enough to anyone else who wishes to trust Yates and Co with their financial personal futures.  

Many thanks"
Mark & Hayley Wynne


"Our requirements for two mortgages were very complex and our solicitors referred us to Yates & Co. We were impressed by the courtesy extended by Phil Yates and his expertise and skill ensured that our new mortgages were arranged at the best interest rates possible.

Most of all we liked the way in which the whole team at Yates & Co liaised with us during the mortgage process and were readily accessible to help with any questions or complications so that we could complete without any delay. They updated us by phone, text and email on a regular basis."
Mrs S & Mr L from Nantwich


"I've used Phil's services for almost 10 years. He is genuine, astute and trustworthy. Through his many contacts and his impressive knowledge of products available, Phil has found us some great deals, and was always honest if he couldn't better deals we were offered by our existing lender.

I've recommended Phil to friends and family members who are now also happy customers. Phil is friendly, efficient and has a great sense of humour; he and his staff are a pleasure to deal with. I'd have no hesitation in recommending Phil and his company to anyone."
Sarah Rugg


"Having been clients since 1993, most recently under Gareth, we have found the service to be exemplary."
Mr & Mrs H, Cheshire


"I have found Yates & Co to be extremely professional, dependable and approachable. The company have advised me financially in a meaningful and practical way and have carefully analysed my own financial position to give the best possible advice, updated regularly. All staff are very friendly and mindful of my position and needs, responding immediately to any questions I put to them. I have no hesitation in recommending the services of Yates & Co to any prospective clients."
Yvonne Handford


"We have used the services of Yates & Co for several years.  We have always felt totally comfortable in the approach to and understanding of our financial requirements."
Ian and Pat Graves


"Thank you for putting me at ease during a very difficult period.  You never made me feel ignorant or stupid.  You gave me confidence to make the right decisions and you were very friendly and helpful.  Thank you to you all!  You were superb!"
Dot Timmins