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WHY CHOOSE

At 7 Financial Planning, we believe that retirement should be a time of freedom, wellness and peace of mind - not financial uncertainty.

That's why we're here; to help you make the most of what you've saved, so you can live the life you've worked hard for.

MEET THE TEAM

AIMEE WATSON APFS

Chartered Financial Planner  |  Founder of 7FP

Aimee began her career in financial planning in 2013 and quickly developed a reputation for her integrity, empathy, and ability to explain complex financial matters in a way that just made sense.

She holds Chartered status - the gold standard in financial planning - and is committed to ongoing learning and excellence in everything she does.

Aimee brings a deep expertise, a calm and clear approach, and a genuine passion for helping people feel secure about their future.

MEET THE TEAM

OUR HELPERS

Max & Zeus

Aimee is also regularly assisted by her two darling cats, Max and Zeus, who love running across her keyboard when she works from home and generally causing a little bit of chaos!

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Maximus

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Zeus

OUR HOME

THE OLD BREWERY

Castle Eden

We're proudly based in The Old Brewery in Castle Eden, a peaceful and historic setting that reflects our values of clarity, calm, and thoughtful planning. Whether you meet us in person or online, you'll always receive the same warm, professional service.

GIVING BACK

ST CUTHBERT'S HOSPICE

Member of the 88 Club

We're proud to support St Cuthbert's Hospice, a local charity that provides compassionate care to people with life-limiting illnesses and their families.

Aimee lost her best friend Sophie to cancer several years ago, and has been a huge supporter of St Cuthbert's Hospice since they provided such excellent support for Sophie towards the end of her life.

Giving back to our community is part of who we are, and Aimee raises funds for the hospice on an annual basis.

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TALK TO US

HAVE A FREE INITIAL CHAT WITH US

Whether you're just starting to invest or looking to improve your current strategy, we're here to help you grow with confidence.

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OUR NEWSLETTER

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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

7 Financial Planning Logo

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.

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

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