Response rating
7.0/10
FCA verified
11th December 2017

AYP Financial Planning Limited

Independent Financial Adviser A Y P Financial Planning Ltd, 2b Tanners Yard, Hexham, Northumberland, NE46 3NL
First meeting at adviser's own cost
Independent Financial Planning specialising in advice for investment, retirement, divorce and probate.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Joanna Allen
IFA
Accreditations
Certified Financial Planner
Kim Alexandra
Managing Director
adviser-person
Suzanne Addavide
Mortgage Adviser
What our clients say
Excellent service, a very happy customer
MB, Co. Durham
Excellent service. Kim is extremely approachable, efficient and I feel helped us make the right decisions.
EP, Hexham
The Company have been a great help to me during a very difficult period in my life and I would not hesitate to recommend AYP.
GL, Co. Durham
Better than expected. Jo has been extremely helpful and I completely trust her.
HR, Wiltshire
Better than expected
RB, North Shields
Better than expected. Excellent service - clarity of explanations very good. Will recommend to others.
SH, Hexham
Better than expected. Whole process very easy with the clear, confident and supportive adviser guiding me through each step of the way.
LT, Hexham
Better than expected
MSP, Allendale
The adviser was very helpful and clear in her explanations of any of my queries. I will in future come back if I have a problem and I will recommend you as a firm to anyone I hear needs financial advice.
AT, Hexham
Expected the highest of standards from someone supplying this kind of service and this is what I received.
SW, Hexham
Service has been excellent.
DM, Hexham
We would like to thank you for your work to date which has been excellent.
JT, Hexham
Very amiable, patient and willing to explain matters with good impartial advice tailored to our circumstances.
SMW, Hexham
Welcoming place. Feel supported financially.
JMW, Hexham
The likelihood of retaining the financial adviser for many years & ease of making interim appointments.
BM, Hexham
Personal individual service. V friendly and home visits an added bonus. Friendly staff in office too.
DG, Hexham
Friendly, reliable, trustworthy and very understanding.
BC, Hexham
Friendly, professional and addressed all our needs
E W, Hexham
Kim is very understanding and knowledgeable
Dr S B, Hexham
Welcoming place, felt supported financially
JMW, Hexham
Where to find us
About us

''Managing Money with a Gentle Touch''

AYP's aims are simple; to empower women and business people through effective money management. Our advice is entirely impartial as we cover our costs with a combination of fees or commission. We avoid jargon, provide true holistic financial planning, we don't 'sell' products, we provide a safe environment to discuss all of the issues important to you and then we recommend solutions.

In addition to financial qualifications some advisers hold Business and Legal qualifications.

Our services

Specialise in providing advice for women, particularly with divorce. Providing comprehensive planning for retirement. Also providing advice for families with regards to estate planning and care of the elderly.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

AYP Financial Planning is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer you an initial discussion (without charge) at which we will describe our services more fully and explain the payment options. We will gather and analyse personal financial information about you and your aims and objectives. Recommend and discuss any action we think you should take, and with your agreement, arrange relevant solutions for you.

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