Our Customers Say...
Sally and Tim Sarginson, Great Corby, near Carlisle
Sally says: “We have been using AYP Financial for many years now and have been very impressed with the service we have received. Kim first helped me by sorting out a buy-to-let mortgage, which was very quick and easy, and she has also given us lots of good advice on investments.
“She has made us really think about the future and where we are going with our finances, which is tremendously useful. I have recommended her to several people, including my mother, who now also uses AYP.
“I think what I particularly like about AYP is the fact that they aren’t there to just try to sell you products. Instead, they are there to really help and advise you with all aspects of your financial plans. I also like the fact that I can just pick up the phone anytime and know AYP are there for us. It’s so easy.”
Colette Stroud, family law solicitor, Ponteland, Northumberland
“Kim and I have worked together since both of us set up in business at around the same time, and I feel very confident referring my clients to her for sound financial advice.
“Kim is very switched on and very solution-focused in her approach, which is important to my clients. She is very straightforward, open and personable and her communication skills are excellent. She has given my clients very good advice and I feel very confident referring people to her. She also produces very good reports, which is enormously helpful to me and to my clients.”
Peter Day, Hexham, Northumberland
“I am going through a divorce at the moment and, when I met Kim, I was feeling very low about the future. I had a lot of questions about what my life looked like in the future and, when it came down to it, I had no idea of the real value of my home, what my pension would buy or even where my investments were and what they were worth.
“I was recommended to go to AYP by my solicitor and found Kim wonderful. First of all, she listened to me. She made no attempt to sell me anything. She just gave me what I now know to be completely independent advice, which is something that was very important to me as, I have to admit, I do have an almost inbuilt suspicion of some advisers.
“I left that first meeting feeling confident, as if a great weight had been lifted off me. Kim then prepared some options for me, which I was able to take the time to consider before I went back to her and put some things in place.
“Kim gave me top-notch advice when I needed it. I followed that advice and that left me feeling confident and secure. I never felt any pressure from Kim. She didn’t try to sell me anything; she just listened and gave very good advice. I trust her completely and I am now very definitely a customer for life.”
Dr Julia Betts
“When I first went to AYP advice, they provided a complete financial overhaul which was very comprehensive and extremely useful. I found AYP to be very flexible, and because I have young children and live on a remote farm, Kim came out to see us, which was so helpful.
“I like the female focus I found at AYP, and also the ethical approach and financial products Kim was able to source for us. I think there are very few independent financial advisers who work like Kim, particularly in such a female-friendly way, which I think particularly suits professional and single women. I have no hesitation in recommending AYP and, in the last year, I have referred three of my friends to Kim.”
Chris Gillie, Heritage Accountancy
“We work with AYP both professionally and personally and are very happy indeed to refer our own clients to Kim. Her philosophy is, like ours, totally client-focused. There is no hard sell at AYP, they find solutions to their clients’ needs and they always go that extra mile. Their service is excellent.”
Angela Burns, Newcastle
“The service is so personal and so efficient, I really feel that I am listened to and treated with the utmost dignity, in fact Kim and her staff are my financial guardian angels.”
