Looking for an Independent Financial Adviser? Why choose us?

A recent survey revealed that the average time it takes before a financial adviser starts talking to a new client about a financial product is 82 seconds!

What sets us apart?

As Independent Financial Advisers, Yates & Co will work to safeguard your financial future through on-going effective financial planning, building strong relationships based on our experience and expertise.   Your individual plan will be reviewed on an agreed time scale to ensure that it continues to meet your changing circumstances.  Yates & Co provide a friendly professional service with a fair and clear fee structure.


The advantage of our Independent, fee-based equity release and mortgage service is that we will advise you on the most suitable plan or mortgage based on your life goals or requirements.

Our clients tell us that they value our honesty combined with our in-depth knowledge of the mortgage and equity release markets, particularly in complex areas.

Phil Yates Managing Director

Clients can enjoy the contact and support from our friendly team during what can sometimes be a stressful time.  It is the amount of time we’ll spend with you that will enable us to provide advice and services suited to your REAL needs.  This is backed up by years of experience, technical knowledge and access to other specialists. 

The Personal Finance Society is the leading professional body for the UK financial planning profession.  Its mission is to raise professional standards.  The PFS is part of the Chartered Insurance Institute, the leading professional body for the global financial services profession.  The CII has been at the forefront of setting professional standards since receiving its Royal Charter more than a century ago.

The value of your investment can go down as well as up and you may get back less than you have invested.