7FP, The Old Brewery, Castle Eden, TS27 4SU
INVESTMENT ADVICE
Make your money work for you, without the stress.
You've spent years building your savings. Now it's time to make sure they're working just as hard for you. At 7 Financial planning, we provide clear, personalised investment advice designed to help you grow your wealth while protecting what you've already achieved.
Whether you're cautious or confident, we'll help you invest for the long-term in a way that aligns with your goals, values and lifestyle.
INVESTMENT ADVICE
WHAT WE HELP WITH
YOUR INVESTMENT OPTIONS
From ISAs to general investment accounts, we'll explain what's available and what's right for you and your goals.
TAX-EFFICIENT INVESTING
We'll structure your investments to minimise tax and maximise returns, so you have more money to spend on what's important.
BALANCING RISK & REWARD
We'll help you find the right balance - enough growth to support your goals, without taking unnecessary risk.
ONGOING PORTFOLIO MANAGEMENT
We don't just set it and forget it. We'll monitor and adjust your investments as your needs and the markets change.
ONGOING SERVICES
WHAT YOU GET FROM US
A FREE INITIAL CONSULTATION
We'll have a chat and get to know each other better, talking about your goals and your current financial picture.
ONGOING SUPPORT FROM US
We actively manage your plan so you don't have to, making changes to your investments where needed.
A PERSONALISED INVESTMENT PLAN
We take that information and create a personalised investment plan tailored to your goals, risk tolerance and time horizon.
ANNUAL REVIEW OF YOUR PLAN
Chat through any changes to your circumstances and review how your plan is performing to make sure it always stays on track.
OUR FEES
PLANNING & IMPLEMENTATION
We turn your goals into a personalised, professional plan.
After our initial chat, if you feel we're the right fit, we'll move forward by building a plan tailored just for you.
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A personalised retirement roadmap based on what really matters to you
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A full review of your pensions, savings, investments and tax planning
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Clear, expert recommendations you can act on
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Everything explained in plain English - no jargon, no pressure
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No commitment until you're 100% comfortable
If you're investing
£200,000
Our initial fee is typically
2% = £4,000
This is always agreed upfront, with full transparency.
If you're investing
£200,000
Our ongoing fee is typically
0.8% = £1,600 per annum
This fee changes as your investments fluctuate.
OUR FEES
ONGOING ADVICE
We don't just build your plan - we help you live it.
We'll be by your side throughout retirement, helping you adjust your plan as life changes.
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Annual reviews to keep you on track
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Ongoing tax-efficient investment management
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Peace of mind that someone's always looking after your finances
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Regular updates, answers when you need them, and a familiar face who knows your story
ONGOING SERVICES
WHAT YOU GET FROM US
FREE INITIAL CONSULTATION
We'll have a chat and get to know each other better, talking about your goals and your current financial picture.
ONGOING SUPPORT FROM US
We actively manage your retirement plan so you don't have to, making changes to your investments where needed.
A PERSONALISED RETIREMENT PLAN
We take that information and create a personalised retirement plan tailored to your lifestyle, values and long-term needs.
ANNUAL REVIEW OF YOUR PLAN
Chat through any changes to your circumstances and review how your plan is performing to make sure it always stays on track.
"I would say there will be a lot of people on better income and pension pots than myself, but sensible planning with back up from a good financial planner makes life a lot easier."
- IAN
7 FINANCIAL PLANNING
WHY CHOOSE US
You're not just getting expert financial advice - you're getting:
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A relationship with someone who genuinely cares
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A down-to-earth expert with your best interests at heart
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A retirement plan built around your lifestyle, not ours
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Confidence, clarity and comfort with every decision
