Yates & Co Testimonials

We thought you might be interested in seeing some of the comments made from Yates & Co clients.

In November 2018, Mr & Mrs C said

Phil Yates was a very pleasant friendly man who made sure we understood everything we were doing and went through everything and kept in contact throughout.  Everyone was friendly and helped us in any way they could and made sure we understood everything.ERC-LOGO-RGB

In November 2018, Mrs V said

What stood our “Responding quickly to all communications with easy to understand advice and instructions”

In October 2018, Mr & Mrs R said

What stood out “The tailor made service”.financial advice pic yates and co

In August 2018, Mr R said

Great people to deal with, with a smile in their voices.

In August 2018, Mr & Mrs K saidFA accredited logo

In the days of faceless online applications it was a pleasure to deal with Yates & Co. What stood out – wonderful staff.

In July 2018, Mr & Mrs R said

Very professional in all aspects, the close monitoring of progress at all times stood out for us.

In June 2018,  Mr & Mrs Owen said  ERC-LOGO-RGB

“Always very pleasant and polite”

In May 2018,  Mrs B said

What stood out “Time from Phil and his staff plus patience with explaining details”. Already recommended you.

In March 2018, Mr & Mrs D saidQualifiedMember_SMP_Black_with_strapline

“Great customer service and excellent communication plus very flexible in meeting us out of hours”

In March 2018, Mr & Mrs D saidYates Images.indd

What stood out ” went above and beyond to try and get a mortgage”

In January 2018, Miss A & Miss H said

We found our dealings with Phil and the team to be very helpful, polite  and very thorough.

In January 2018, Mr M & Miss O said

Yates Images.inddFriendly, approachable and things were explained well.  We were kept up to date at each stage, will definitely recommend to others. Thanks to all the team.

In November 2017, Mrs O’ said

What stood out “you talked to me in layman’s language, not over my head. I would recommend your services very much”.

In November 2017, Mr & Mrs S said

As ever, a great professional and very knowledgeable service.  The usual tailored, personal service, all provided in a friendly manner.

In October 2017, Mrs N said

Very happy with everything – Always available and speedy answers to emails etc, I will definitely recommend your services.

Blue_IFA_Logo-largeIn September 2017, Mr & Mrs W said

Kept us informed all the way, gave us help when we needed it – a big thank you

In August 2017, Mr P & Miss D said

Very friendly, everything was explained really well – Team were very open and approachable.

In August 2017, Mr & Mrs V said

Phil was very understanding and responded promptly to our call for help.  What stood out, how fast and efficiently Phil reacted to our needs.

In August 2017, Mr & Mrs E said

Very happy with service and advice given. What stood out, your ability to source a product that suits our personal requirements, already recommended you.

In August 2017, Mr & Mrs M said

Excellent service, Phil explained it repeatedly so we understood everything.  Would definitely use Yates & Co in the future if required.  What stood out, openness/honesty.

In July 2017, Mr & Mrs J said

Phil was very easy to talk to and listened to our needs and provided the appropriate support and advice.  It was a very personalised approach to product advice and we felt very well supported throughout.

In June 2017, Mr & Mrs L said about our Mortgage Service

What stood out – Took time to understand our situation and needs very friendly and personable service, very quick to respond to emails.

In March 2017, Mr & Mrs O said about our Mortgage Service

We weren’t the easiest of customers! Phil jumped through hoops to help us and we are so happy to be in our new home. What stood out – Phil’s persistence with the lender.

In February 2017, Mr M said about our Mortgage Service

Always available to speak to and very understanding and quick to act when circumstances changed.

In January 2017, Mr & Mrs P said about our Mortgage Service

We have complete confidence in Phil and his team to provide us with the best products on the market to suit our needs and fully explain every detail.  Never too busy to talk. Fantastic, Honest, Friendly, Reliable and approachable. No gobble-d-gook!!

In October 2016, Miss B said about our Mortgage Service

Excellent service from start to finish.  I really appreciated the extra help and assistance offered by Liz.

In September 2016, Mr & Mrs Y said about our Mortgage Service

Full marks in every area, nothing was too much trouble for you.  Even changing our mind on certain issues was dealt with kindly.  A big thank you.

In September 2016, Mr & Mrs T said about our Mortgage ServiceYates Images.indd

Understanding our situation and remaining positive regarding getting us a good deal.  If only we’d done it sooner!

In May 2016, Mr H & Miss H said about our First Time Buyer Mortgage Service

The whole service provided was outstanding.  I felt we got responses to emails promptly and you always tried to help even if it was something relating to the house buying process that wasn’t your area to assist with.  You made us feel very welcome when we came to see you. You understood our needs/concerns and made the house buying process easier for us and less stressful than it could have been, thanks!

In April 2016, Mr & Mrs E said about our Mortgage Service

The both of us were very pleased the way everything went very smoothly indeed and in a very short time, the kitchen is almost finished.

In April 2016, Mr & Mrs G said about our Mortgage Service

From the first initial call,  till the very last correspondence it has been a pleasure to have you look after us.  Yates & Co are committed to delivering the ultimate service.

In December 2015, Mr M said about our Mortgage Service

Professional as always with a prompt attentive service.

In December 2015, about our Equity Release serviceERC-LOGO-RGB

Phil couldn’t have been more patient and kind.  He explained everything in minute detail. His professionalism together with his absolute courtesy stood out about the service Yates & Co provided.

In October 2015, Mr R said

Understanding of a complicated process and explaining it simply so I could understand the next steps – very easy to work with – fantastic service start to finish.

In September 2015 Mr & Mrs R saidYates Images.indd

Professional and very efficient service.

In March 2015, Mr H said about Phil

Phil and the team were brilliant, thorough information provided, relaxed and friendly atmosphere, good communication throughout my mortgage service.  Will definitely recommend.

In March 2015, Mr C said about PhilBlue_IFA_Logo

Everything from start to finish was explained clearly and honestly. Couldn’t have been easier!

In September 2014, Mr & Mrs S said about Phil

We had found our dream house but hadn’t sold our own, Phil Yates and his team at Yates & Co. helped us to arrange a let to buy mortgage so that we could let our existing house this meant that we could happily proceed with our purchase.

In August 2014 Mr & Mrs M said about our Equity Release service

Yates & Co. were recommended to us and now we understand why.  From the very beginning we received a friendly and professional service.  We were continually updated with a very satisfactory outcome.

In August 2014 Mr & Mrs E said about Gareth

Pleasant and professional.  Gareth inspired confidence.unbiased-logo-2

In August 2014 Mr & Mrs K said about Gareth

Friendly, down to earth approach.  Financial options explained in language we understood.

In June 2014, Mr O said about Phil

I am writing to you just to thank you and your staff for everything you did in helping me to get a mortgage in such a short space of time

In March 2014, Mrs R said about Gareths free initial meetingparkerscourt

I wish to take this opportunity to thank you for your expertise & knowledge in helping me understand my financial options I have at present & for the future.  You have given me a greater understanding of my finances which you explained to me by your good self in a professional and jargon free terminology.

Having had a previous bad experience some years back with a financial adviser I was somewhat a little apprehensive towards this consultation, but you put me at ease, answered all my questions (which there were quite a few)! & explained the overall outcome.   I now feel so much more positive having spoken with you without any pressure.

I will certainly recommend you and your company.

In February 2014, Mr & Mrs B said about Phil’s buy to let mortgage service

“Many thanks for all your hard work and effort.  You made the mortgage side of things very easy for us.   We would not hesitate in recommending you to anyone.”

 In February 2014, Mr & Mrs C said

I had been finding it hard to get a mortgage from all of the obvious high street banks because I am self employed it seemed like it would never happen for me, until a friend of mine suggested that I contact Yates & Co. From the first phone call Phil and his team were so helpful, not only did they find us a mortgage and life insurance but they talked us through the whole process keeping in contact with us every step of the way, now we are settled in our new house and it is all thanks to Phil and Liz at Yates & Co.

In July 2013, Mrs K said

When I went to Yates & Co and met Gareth my aim was to make the best I could of what I thought was not much, bits of savings and several small pensions that were going nowhere. He has helped me organise my finances and Blue_IFA_Logomake plans for the future. My pensions and ISAs are now growing and we have planned a way to get the maximum benefit from them and to provide a top up income as I have now retired. Gareth makes me feel like I am an important customer and he has a great sense of humour. I do appreciate his efforts and enjoy our meetings. Mrs K, Nantwich


In April 2013, Mr H said

Thank you for the excellent investment service I have received from Yates & Co, producing good results in spite of the current difficult economic situation. Gareth manages to combine business efficiency with friendly advice and a great sense of humour. Long may it last! I would happily recommend Yates & Co to anyone requiring financial advice. Mr H, North Yorkshire

In March 2013, Mr & Mrs T said

Just been looking at our accounts. If this is what happens in a double dip recession, then a triple dip looks good for me. We are both very pleased with the results of your endeavours and would like to thank you. Mr & Mrs T, Flint


In March 2013, Mrs S & Mr L

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 parkerscourtmortgages 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, Nantwich

In March 2013, Jane D said

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 D

Sarah Rugg said

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


Mark & Hayley Wynne said

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 and Hayley Wynne.


Mr and Mrs H said 

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