Philip Yates

Philip Yates

Department: Financial Services

Position: Consultant: Mortgages & Equity Release

Additional Qualifications: CertPFS CertsCII(MP&ER)

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Hello, I joined the Cullimore Dutton team as part of the acquisition of Yates & Co. in February 2019 having had an excellent business relationship with the firm for many years.

I have over 30-years’ experience of advising clients on mortgage and equity release planning, including buy to let mortgages for clients aged from 18 years to 99 years plus.

I have worked in the financial services sector throughout my career, initially with a major building society, then an insurance company. In 1994 I set up Yates & Co. Independent Financial Advisers which has grown from strength to strength over the last 25 plus years. I have particular expertise in:

  • Mortgages
  • Equity Release
  • Life Insurance
  •  

    I am confident that with our shared commitment to provide clients with the best possible service, the recent acquisition of Yates & Co. by Cullimore Dutton will ensure that our clients will continue to receive the best possible service - both financial and legal - for many years to come.

    When I have the chance, I enjoy taking my two youngest sons to the football at Anfield (not a popular choice of venue with my new colleagues!) … but the thing I enjoy most is our family holidays usually spent on a Greek island!

     

     

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