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LET'S START PLANNING YOUR FUTURE.

Whether you're ready to book your free consultation or just have a few questions, we'd love to hear from you.

At 7 Financial Planning, we're here to help you feel confident, informed, and supported - every step of the way.

We ask this so we know how close you are to retirement.

By submitting this form you agree to our privacy policy.

FINANCIAL PLANNING

WHY IT MATTERS

Many people enter retirement without a clear plan, only to find themselves unsure, anxious, or even running out of money too soon,

Our goal is to give you peace of mind, knowing that your finances are in order, your future is secure, and your lifestyle is protected.

Retired Happy Couple

OUR CLIENTS

WHO WE WORK WITH

We typically help people who:

  • ARE AGED 55+

  • HAVE £100,000+ IN PENSIONS OR SAVINGS

  • VALUE CLARITY, SUPPORT AND GUIDANCE

  • WANT TO RETIRE WITH CONFIDENCE

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.

Website by Belta Branding

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