National scale with a local feel

Scores of clients attended an event hosted by Perspective (North East) at Hexham Mart, which marked the company’s merger with AYP Financial Planning and laid out its future plans.

Perspective (North East) was delighted to welcome more than 80 clients to an event at Hexham Mart in late November.

The evening introduced its growing team in Hexham, following the merger of AYP Financial Planning in September 2023.

Kim Alexandra, AYP founder and now office principal of the Hexham office, introduced the evening, thanking her clients for their loyalty across nearly two decades.

Ian Wilkinson, managing director of Perspective’s Northern operations – who is also chief executive of the national business and Hexhamshire born and bred – said: “While Perspective has the scale of a national group, we retain the feel of a local firm.

“The combination of AYP and Perspective promises to bring something different to Hexham, with access to national-level specialisms and expertise on the doorstep.”

Also during the event, Marta Alberti, deputy director of excavations at the Vindolanda Trust, gave a fascinating talk about how their excavations have uncovered insights into money and attitudes to wealth, particularly for women in Roman times.

Operating from more than 40 bases across the UK, including sites in Newcastle, Darlington, Hexham and Harrogate, North Yorkshire, Perspective’s local offices provide financial planning advice on matters including retirement, later life and long-term care planning, inheritance tax, investments, protection and corporate planning.

If you would like to speak to a member of the Perspective team, call 0191 217 3340, 01325 289400, 01434 607808 and 01423 810210.