7FP, The Old Brewery, Castle Eden, TS27 4SU
Chartered Financial Advice
Speak to a Chartered Financial Planner who loves to help people to retire.
​
Our Managing Director Aimee has Chartered Financial Planner Status, meaning she has achieved one of the highest standards in the industry. If you're looking for an experienced yet affordable advice firm with a feminine touch, we're the firm for you!
Our community is important
Supporting small businesses and everyday people.
We don't believe in losing that personal touch - your finances are a personal situation, and we want to give you the best service possible. We care about what you want to do with your money, and we want to help you make the most of it. Sticking together as a community and supporting local people and businesses is at the heart of what we do.
More than just a financial adviser
We want to build a mutual relationship with our clients.
Whether you're setting up a pension or wanting to invest in an ISA, we don't just see you once and shoo you out the door. We have meetings with our clients annually to make sure that their financial plan stays on the right track for whatever circumstances may have changed - it's all part of our ongoing service.
Charitable Work
Local charities are close to our heart.
Like many others, Managing Director & Chartered Financial Planner Aimee has been keen to raise money for St Cuthbert's Hospice, having raised over £2,500 for the charity in 2019 and 2021.
​
We also sponsor the Shotton Colts Under 8s Girls Football Team. Aimee has been a Manchester United fan for as long as she can remember, and giving young girls the chance to get involved in football is very important to her.
.png)
How We Help
Our favourite area of financial planning is helping people to retire comfortably with the peace of mind that their finances are being looked after. So, if you're planning ahead for the future, looking to leave work for the final time or you want to make sure your financial plan is still on the right track during your retirement, we can help you.
Chartered Financial Advice
Chartered Financial Planners are among the most experienced and highly qualified advisers.
Authorised & Regulated
We're authorised and regulated by the Financial Conduct Authority, the UK's financial services regulator.
Free Initial Meeting
Your first meeting with us is free of charge and there's no obligation to continue with us if you choose not to.
Start a conversation with us
We've been in the industry since 2013, so we know our stuff.
That's why we want to help you with your retirement planning, so that you can spend more time enjoying yourself while we worry about the complexities of financial planning.
Speak to us today to get your financial plan on the right track.
Aimee was very friendly and explained how to move two of my pensions into one and invest it elsewhere. Most people like myself don't understand exactly what you can do with old pensions.
Financial freedom starts with a conversation.
We've been in the industry for over 10 years, so we know our stuff.
​
We want to help people in the North East with their retirement planning, so they have one less thing to think about. We take away the stress of financial planning and leave you to get on with the stuff that matters to you.
​
Speak to us today to get your financial plan on the right track.