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North East:

Kim Alexandra

Financial Planner 

Kim joined Perspective in September 2023. She was a Director of AYP Financial Planning Limited, which is now part of Perspective (North East) Ltd. Kim was delighted to find a company which shared the same values as her own and to know that the future for AYP clients and staff is secured.

Kim has over 30 years of experience, working with Barclays Bank for 10 years. When Kim left, she was one of only 3 corporate female managers in the UK. Kim then went on to set up AYP Financial Planning to provide a unique independent financial planning service to women, that was 20 years ago. 

Kim enjoys meeting her clients some of which has been with her since the beginning. She loves the work we do and finds it fascinating providing bespoke tailored advice to clients on different journeys by helping them reach their financial goals and giving them peace of mind during economic changes.  

Headshot of Kim Alexandra

Based

Hexham Office

2B Tanners Yard
Hexham
Northumberland
NE46 3NL

Telephone: 01434 607808

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk