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TALK DREAMS, 
NOT DRAWDOWN.

Retirement planning that starts with what matters most: you.

7 FINANCIAL PLANNING

YOUR RETIREMENT DREAM

What if retirement wasn't about what you're giving up, but what you're finally free to pursue?

At 7 Financial Planning, we believe retirement planning should start with your dreams, not your drawdown strategy. That's why we take a different approach - one that puts your goals, passions and lifestyle at the heart of every financial decision.

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HOW IT STARTS

LET'S TALK ABOUT:

HOW WE HELP

BUILDING A PLAN

Yes, we'll talk about drawdown strategies, tax efficiency and sustainable income - but only after we understand what you're really planning for.

CONFIDENCE, CLARITY & COMFORT

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:

  • A relationship with someone who genuinely cares

  • A down-to-earth expert with your best interests at heart

  • A retirement plan built around your lifestyle, not ours

  • Confidence, clarity and comfort with every decision

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?

  • 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.

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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

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.

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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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