Adrian Yates

: Merevale House, 27 Sansome Walk, Worcester, Worcestershire, WR1 1NU

: FCA Number: 480938

Adrian Yates, a trusted name in financial planning, is a Worcester-based firm regulated under the FCA with the registration number 480938. Located at Merevale House, on Sansome Walk, it's a hub for high-quality advice on life and investments, pension retirement, final salary pension transfers and more, particularly extending its services to the surrounding counties of Worcestershire. Our diligent team offers client-focused advice backed by rigorous regulatory standards. We pride ourselves on our approachable style, and our adeptness in tailoring our advice according to each client's unique financial circumstance. Trust Adrian Yates for reliable guidance on your financial journey.

Their team includes 3 financial advisers. Check FCA registration here.

Adrian Yates are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Adrian Yates from the Motorway

From the M5,
At Junction 7, take the A44 exit towards Worcester S / Evesham.
Upon reaching the roundabout, take the first exit leading onto Whittington Rd.
At the next roundabout, take the second exit onto Whittington Rd / A4440.
Then, at the subsequent roundabout, take the first exit onto Whittington Rd / A44.
At the following roundabout, take the first exit leading onto London Rd / A44 and continue along route A44.
Make a slight right turn onto N Parade / A44.
Proceed on N Quay / A449 and continue to follow the route A449.
Turn left onto The Tything / A38 / A449.
Thereafter, turn right onto St Oswald's Rd.
Finally, turn right onto Sansome Walk. The destination will be located on your right.

List of advisers under Adrian Yates:

Adrian Yates 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.