Yates & Co acquired by Cullimore Dutton Solicitors01-Feb-2019
We are proud to announce that our firm has acquired long-standing Chester IFA firm, Yates & Co.
Founded by Phil Yates in 1994, the independent mortgage, pensions and investments advisers joined our team on Friday 1st February.
Philip H Yates, Consultant: Mortgages & Equity Release. Andrew Wright, Managing Director, Cullimore Dutton
Yates & Co Principal, Phil Yates, investment adviser, Gareth Williams plus two administrative support staff have moved across to our White Friars-based premises and now function under the Cullimore Dutton brand. This addition expands our existing long-standing financial services business with Gareth now working alongside Gary Shield, as an additional Independent Financial Advisor.
Gary Shield and Gareth Williams, Independent Financial Advisers
It is the latest bold move in what has been a transformative modernisation programme for us that began in 2016. This period has seen changes implemented across all areas, from business structure to client relations and marketing, all with the aim of modernising whilst maintaining our traditional values.
“We have provided expert legal and financial advice for our high net worth clients’ private and business affairs for many years now and feel the time is right to further extend our strategic wealth management provision and investment planning advice. Expert mortgage advice was the missing link,” said MD, Andrew Wright.
“Bringing in a first-class mortgage adviser with Phil’s credentials perfectly complements both our residential property department and existing in-house independent financial adviser. It means we can now offer a 360°-degree service to clients across the income spectrum, from first time buyers getting on the housing ladder under the Help To Buy scheme to some of the most well-established farming families and landed estates in Cheshire and North Wales, to retirees looking to release equity on their property.
“Phil and the team arrive with a loyal client base and a proven commitment to delivering independent advice with exceptional levels of service that mirrors our own. It’s a neat fit.”
Gary Shield, Independent Financial Adviser. Philip H Yates, Consultant: Mortgages & Equity Release.
Diana Williams, Partner, Family Law Team. Gareth Williams, Independent Financial Adviser
Phil Yates added: “Cullimore Dutton is a traditional family law firm with impeccable credentials and a very modern and dynamic approach to doing business. I know that will resonate with our existing clients. I look forward to this exciting new chapter under the Cullimore Dutton brand and helping the firm’s clients achieve their personal finance ambitions.”
For more information, or to speak with a member of our independent mortgage, pensions and investment advice team, please call 01244 356 789 or email firstname.lastname@example.org