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. 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 and Clitheroe.