AYP Financial Planning was established 18 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;

  1. Initial consultation- free of charge
  2. Financial Review and Recommendation
  3. Policy arrangement and implementation
  4. Review – ongoing care and advice

The initial consultation is free of charge.  For investments and pensions, our initial fee is based on 1.5% of the amount you invest.  For example, for an investment of £100,000, our set up fee would be £1,500.

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.

Testimonials

“To the point with honest answers and advised as to why should or should not make certain financial decisions”

ST, Cumbria

“Everything explained clearly, complete confidence and very grateful for additional advice plus the time spent”

AL, Hexham

“Found the unhurried nature of the process, together with the general timescale really helpful in relaxing me into the process”

AG,  County Durham

Want to know more?

To find out more or to arrange a meeting with us, please
call 01434 607808, or email info@aypfinancial.co.uk
2B Tanners Yard, Hexham, Nothumberland, NE46 3NL