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Financial Planning that connects.

We take the time to understand what truly matters to you - your concerns, your goals and your hopes for the future. Through that connection, we guide you with clarity, giving you the comfort of knowing you’re supported and the confidence to move forward with decisions that feel right for you. 

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Comfort

We take the time to understand what matters most to you, listen carefully to your concerns, and guide you through every step at a pace that feels right.

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Clarity

With a transparent plan and ongoing guidance, you’ll always know exactly what’s happening with your money and what it means for your future.

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Confidence

By combining expert advice with a genuine understanding of your goals, we help you make decisions that feel informed and solid.

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Pensions and Retirement

Planning for retirement should feel reassuring, not daunting. We help you understand your pensions clearly, bring structure to your long‑term plans, and give you the comfort of knowing you’re on the right path.

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Investment Advice

By taking the time to understand your priorities, risk comfort, and long‑term ambitions, we create an investment approach that brings clarity to your decisions and confidence to your financial journey.

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Facing Redundancy?

Redundancy can be stressful, but you don't have to go through it alone. We can provide advice on how to make the uncertain feel a bit more certain, and we've put together a helpful guide to show you how.

Who We Help

55+ and wondering if you can afford to slow down?

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We help people turn what they’ve built into a retirement plan that brings comfort, clarity, and confidence.

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If you’re ready to understand what’s possible — and make your money work for you — you’re in the right place.

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Ian and Susan

7FP clients enjoying a well-deserved cruise in retirement

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About Us

Aimee is a Chartered Financial Planner who has been in the industry since 2013 and created 7 Financial Planning with the intention of helping people to live well with proper financial planning.

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We don't just focus on the finances - we'll help you enjoy yourself too.

Connecting your goals to a future you can trust.

Our first chat is all about you - your goals, your plans, your questions.

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We'll help you understand what's achievable and where to start with your financial plan. Get in touch with us today for a free initial chat about where your finances can take you.

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Our website offers information about investing and saving, but not personal advice. If you're not sure which investments are right for you, please request advice. If you decide to invest, read our important investment information first and remember that investment values can go down as well as up, so you could get back less than you put in.

T: 0191 380 4106

E: enquiries@7fp.co.uk

The Old Brewery

Castle Eden

Hartlepool

TS27 4SU

Privacy Notice

Risk Warnings

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7 Financial Planning is a trading style of Aimee Financial Ltd, who are authorised and regulated by the Financial Conduct Authority, reference number 915784. You will find us on the FCA register.

Emblem for Chartered Financial Planners provided by the Chartered Institute Insurance.

We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us here. We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.

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Registered in England and Wales. Registered office: The Old Brewery, Castle Eden, Hartlepool TS27 4SU.

Website by Belta Branding

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