Welcome to Adrian Yates

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This helps ensure that we are able to provide the advice that is needed, when it is needed.


Promotions

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Testimonials

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During the difficult financial times we have faced over the past few years Adrian's sound advice has enabled my investments to maintain very acceptable progress. I am able to approach retirement knowing that I shall have a comfortable future.

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Past performance is not indicative of future performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

SJP Approved 26/10/2023

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.