At 7 Financial Planning, we help people in the North East keep their finances going in the right direction.

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You don't have to go far to go further.

Point your finances
North East.

Who are 7FP?

Independent Financial Planning for the North East.

Our number one goal at 7FP is to provide financial advice to local people, from local people. Financial advice shouldn't be unobtainable. We want to make it accessible for the everyday folk of the North East. We aren't going anywhere, but your finances could be!

Aimee Watson Dip PFS

Online

Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.

Face-to-Face

Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan. 

Financial planning for whatever stage you're at in life.

Getting
started

Working
life

Business
owners

Reaching
retirement

At
retirement

I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.

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Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.

Anne, Durham

What is Protection Planning?

Protecting you and your loved ones with insurance.

It would be ideal if we could plan for every possibility, but making sure you have the right protection policy in place can be a great place to start.

When can I retire?

The golden question - it depends on your circumstances.

Retirement looks different for everyone, and there's no answer that suits every scenario. It all depends on how much you have saved, your pension pots and how high your expenses are.

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Our initial consultations are at our expense, so you can find out more about the options available to you by having a chat with us.

Our latest industry insights.

Charity & Community

Local charities are close to the heart of our community and like many others, adviser Aimee has been keen to raise money for St Cuthbert’s hospice, having raised over £2,500 for the charity in 2019 and 2021.