Gillian Yates APFS
Chartered Financial Planner
About me
I am a Chartered Financial Planner with over 30 years' experience, providing holistic financial planning advice to private clients. I build long term relationships with clients and pride myself in ensuring that they receive the best possible advice tailored to their individual needs, and those of their families. I ensure that my knowledge and technical skills are kept up to date with continuing professional development, and my job satisfaction comes from knowing that I have made my clients' lives better. Outside work I am a member of a choir, am a keen hiker, theatre goer and love live music. Friends and family are really important to me, so I enjoy experiencing new things with them or just catching up over dinner.