Colin Barton Email & Phone Number

Our philosophy at Bennison, Yates & Partners focuses strongly upon maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both our private and business clients financial peace of mind. The level of satisfaction of our service may be judged by the fact that almost all new clients come to us as a result of personal recommnedation by our existing clients.In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the other selected providers represent the 'best of breed' in their respective categories, and are capable of delivering the high standards you would expect.At Bennison, Yates & Partners we aim to keep our clients up to date with their financial planning via a regular structured finacial review process on a face to face basis, and also to ensure that they are aware of the most up to date information within the markets, one example being our weekely Monday Market Bulletins.Specialties: Investment PlanningPensions and Retirement Planning (Private & Coroprate)IHT & Estate PlanningTax efficient investment PlanningProtection Planning (Private & Corporate)School Fees Planning

Listed skills include Investments, Strategic Financial Planning, Retirement Planning, Pensions, and 31 others.