AYP Financial Planning was established 15 years ago to offer a unique, independent financial planning service for women. What sets us apart is our unique expertise in certain specialist areas of financial planning.
Our business has evolved beyond specialising in advising women; our clients confidently refer family and friends as they know all will be treated with the utmost respect and professionalism by our whole team.
Kim Alexandra, founder of AYP Financial Planning, has many years of experience working with people going through divorce and separation, helping to complete the circle of support with essential and pragmatic financial planning.
We specialise in Ethical investing. Many of our clients prefer to invest in ethically responsible companies with the knowledge that their investments are an influence for positive corporate behaviour.
The Financial Planning Process and our charges
There are four stages to the financial planning process;
- Initial consultation- free of charge
- Financial Review and Recommendation
- Policy arrangement and implementation
- Review – ongoing care and advice
The initial consultation is free of charge. For investments and pensions, our fee is based on a varying percentage of the amount you invest. For example, the fee would be at the rate of 2% on the first £50,000, 1.5% between £50,001 to £100,000, followed by 1% on £100,001 and above.
Mortgages – we charge a total fee of £500 for research, providing advice and submitting your mortgage application. A fee of £250 is payable upon submission of your application with a final payment of £250 upon issue of your mortgage offer.
Full details of our charges will be provided at the initial consultation.