Wealth Management

In addition to our range of legal services, Cullimore Dutton are proud to offer a range of Wealth Management solutions all provided by a team of independent experts with a wealth of experience and specialist knowledge. 


Incorporating Yates & Co

Yates & Co. Independent mortgage, pensions and investments advisers joined the Cullimore Dutton team in February 2019 further extending the wealth of financial services we have to offer. They will continue to provide the same exceptional level of service under the Cullimore Dutton umbrella.


Our Wealth Management services are developed with our clients’ best interests in mind. We offer a personalised service built on trust and we understand that being named as your adviser is a privileged position.

Our team are regulated by the Financial Conduct Authority and are members of:

  • The Personal Finance Society
  • The Society of Mortgage Professionals 
  • The Equity Release Council 
  • The Chartered Insurance Institute


Click on the links below to discover how we can help you with: 

Financial Planning

Mortgages, Equity Release and Personal Protection

 

Regulation and complaints
Cullimore Dutton Solicitors incorporating Yates & Co Independent Financial Advisers is a trading name of Cullimore Dutton Solicitors Ltd which is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register No 726090 at https://register.fca.org.uk/

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123  |  www.financial-ombudsman.org.uk

 

 

T 01244 356789

“I would not hesitate to recommend Cullimore Dutton to my friends. I have received professional care throughout.”