Gabriella Yates
Associate Wealth Planner
Based in Long Compton
DipPFS
With a life and career marked by adaptability, Gabriella intends to bring a fresh perspective to the realm of finance, motivated by the same principles that have guided her through life and the private hospitality sector. She strives to ensure that every client’s aspirations are not only understood as unique, but also fulfilled with precision and care.
"I am based in the Cotswolds, and absolutely love the countryside. When I am not working, I love to take long walks, practice yoga, snowboard in the French Alps and spend time with my family."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.