At Yates and Co, Independent Financial Planners in Chester, our clients tell us that it's the amount of time we spend with them that enables us to provide an outstanding service. This is backed up by our expertise in financial planning and our satisfaction guarantee.
Yates & Co - Independent Financial Planners in Chester
At Yates & Co Financial Planners in Chester we place our emphasis on working with our clients to plan the lifestyles they want and then work out the financial planning needed to attain this.
We spend sufficient time with our clients to really understand what they want before we agree a plan that will work. Only then will we consider providing independent financial advice. We build long-term relationships with our clients, reviewing their financial planning at least annually, to help keep them on track.
What is Financial Planning?
Financial Planning is something you should do before you consider buying financial products. It will help you to work out what resources you will need to live the life you want to enjoy, doing what is important to you. Done properly, Financial Planning takes into account your lifestyle objectives and what might change in your life. It creates a map to help guide your financial future. This process guarantees that any financial products you buy are suitable for you.
Financial Planning can help you to avoid buying the wrong financial products or taking too much financial risk.
You wouldn't build a house without the plans, so why make important financial decisions before defining exactly where you want to be 5 or 10 or 20 years from now?
Why choose Yates & Co for Financial Planning?
In the UK, there are approximately 55,000 financial advisers.
Of this, approximately 25,000 are Independent Financial Advisers, able to research and advise on the whole market of financial products and services.
Approximately 1,000 are also Certified Financial PlannerCM practitioners, trained in financial planning and licensed annually by the Institute of Financial Planning.
Of this, a small number practice Lifestyle Financial Planning, helping their clients to identify, achieve and maintain their desired lifestyles.
This is true financial planning. You are unlikely to have experienced this type of service before, which is why our Lifestyle Financial Planning service comes with a no-quibble, satisfaction guarantee: if you do not believe that our service has been valuable to you then do not pay our fee.
Who can we help?
We work with business owners, senior managers, legal professionals, individuals approaching or in retirement and people who have received 'sudden wealth' as a result of a business sale, inheritance, divorce, redundancy, retirement or lottery win.
What do our clients say?
Please click here to find out what some of our clients says about us.
Case Studies
Please click here to review some of our case studies.
To request a meeting or to find out more about the wide range of professional financial services available from Yates & Co, Independent Financial Planners, in Chester, please contact:
Yates & Co
1a Grey Friars
Chester
CH1 2NW
Tel: Chester (01244) 340 222
Email: mail@yatesandcoifa.co.uk
or click here to visit their website
Please mention thebestofchester when visiting or contacting Yates & Co, Independent Financial Planners in Chester.