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7 Financial Planning is an Independent Financial Planning firm based in the North East of England - but really, we're a lot more than that.

Who are 7FP?

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 Aimee Watson Dip PFS 

We aren't going anywhere.

Local financial advice for local people.

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!

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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 - that's why we offer our business packages, to help smaller businesses in the area with their finances.

More than just an 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. With 7FP, you'll receive monthly updates about market movements, as well as regular reviews about your ongoing plans. It's all part of the ongoing service.

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Years of great service.

The financial planning relationship can last for 30+ years.

We want to offer you the best possible service for however long you require it - whether it's just a quick one-off chat about your retirement options, or over 30 years of portfolio management.

Ready to point your finances North East?

Our initial meetings are always at our expense, so there's no commitment or cost associated with your first meeting.

Give us a call and we'll

arrange your first meeting.

Send us an email about your

financial needs.

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.

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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.

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

Anne, Durham