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PLAN WELL, LIVE WELL.

At 7 Financial Planning, we help people in Hartlepool and the surrounding areas take control of their financial future - especially as they approach or enter retirement.

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Whether you're looking to make the most of your pension, grow your investments or simply gain peace of mind, we're here to help.

LOCAL ADVICE FOR LOCAL PEOPLE

INTRODUCING AIMEE

Founded by Aimee Watson, a Chartered Financial Planner with over a decade of experience, 7 Financial Planning is based just a short drive from Hartlepool in Castle Eden.

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We offer a calm, personal and professional approach to financial advice - without the jargon.

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CHARTERED FINANCIAL PLANNING IN HARTLEPOOL

HOW CAN WE HELP YOU?

We'll create a plan tailored to you and your retirement, helping you plan well so that you can live well.

OUR CLIENTS

WHO DO WE HELP?

Choosing a financial planner for your retirement is a big step, so ask yourself these questions:

  • 55+ AND THINKING ABOUT RETIREMENT?

  • £100,000+ IN PENSIONS OR SAVINGS?

  • WANT TO SAVE TIME AND GET PEACE OF MIND?

  • BASED IN OR AROUND HARTLEPOOL?

  • NEED A CLEAR FINANCIAL PLAN?

If you answered yes to all four, you're likely in the perfect position to start planning your retirement with us.

TESTIMONIALS

WHAT DO OUR CLIENTS SAY?

You can watch Jo & Annette leave us a review below, or read over 80 reviews on VouchedFor which our clients have left for us over the years.

TALK TO US

HAVE A FREE INITIAL CHAT WITH US

Chat with us for free so you can work out whether we'd make a good fit for your retirement plan without making a commitment. Fill in our contact form and we'll get back in touch with you to arrange a meeting at a time that suits you.

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

By submitting this form you agree to our privacy policy.

OUR NEWSLETTER

For monthly industry insights as well as updates from 7 Financial Planning,  register to keep in touch.

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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.

Financial Advice in Hartlepool

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