About US
Travis Yates Independent Financial Planning Ltd are a successful team of independent financial advisers giving advice to private and corporate clients throughout the UK. We also give specialist investment and tax planning advice to expatriates living in mainland Spain. Travis Yates IFP Ltd specialize in onshore and offshore investments, tax planning, pension planning, mortgages, protection, savings and equity release. Our fully qualified team of male and female advisers are available to see you in our offices, your place of work or your home. We gain a thorough understanding of your financial circumstances and objectives then we research the whole of the market to find the most suitable product.
Travis Yates IFP Ltd currently employ 2 Financial Advisors and 3 administration staff, working out of offices in Whalley. We also have a base in Southern Spain for dealing with our expatriates’ affairs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity release refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
For mortgages and equity release we can be paid by a fee of £750 or we can be paid by commission.
The FSA do not regulate some forms of tax planning and offshore investments.
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