Yates & Co’s services are independent and developed in our clients’ best interests.  We offer a personalised service built on trust.  We understand that being named as “My Adviser” is privileged ground.

We are proud that many of our new clients are recommended by existing clients and other professional advisers. Phil Yates Managing Director

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We can help you to:-

  • Manage and protect your wealth.
  • Identify, achieve and maintain your investment goals.
  • Arrange a residential mortgage or buy to let mortgage.*
  • Re-mortgage or release equity from your home.
  • Comprehensively protect your family with personal insurance cover.       QualifiedMember_SMP_Black_with_strapline


Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 45670800 023 4567 FREE or 0300 123 9 123

*The Financial Conduct Authority does not regulate some aspects of buy to let mortgages.