Yates & Co Testimonials

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 and 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 and 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 and 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 and Nick Greenall

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.

I have found Yates and 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 and Co to any prospective clients.

Yvonne Handford