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Financial Advice that works for you.

7 Financial Planning is an independent financial planning firm based in Hartlepool - but really we're a lot more than that.

Chartered Financial Advice

Speak to a Chartered Financial Planner who loves to help people to retire.

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Our Managing Director Aimee has Chartered Financial Planner Status, meaning she has achieved one of the highest standards in the industry. If you're looking for an experienced yet affordable advice firm with a feminine touch, we're the firm for you!

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.

Emblem awarded by the Chartered Insurance Institute to Chartered Financial Planners.

More than just a financial 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. We have meetings with our clients annually to make sure that their financial plan stays on the right track for whatever circumstances may have changed - it's all part of our ongoing service.

Charitable Work

Local charities are close to our heart.

Like many others, Managing Director & Chartered Financial Planner Aimee has been keen to raise money for St Cuthbert's Hospice, having raised over £2,500 for the charity in 2019 and 2021.

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We also sponsor the Shotton Colts Under 8s Girls Football Team. Aimee has been a Manchester United fan for as long as she can remember, and giving young girls the chance to get involved in football is very important to her.

Photograph of Aimee Watson holding up a Steps For Sophie charity shirt in support of St Cuthbert's Hospice at a stadium
Aimee wearing a marathon medal after raising money for Steps For Sophie, in support of St Cuthbert's Hospice
Aimee wearing a St Cuthbert's Hospice top as she completed the Steps for Sophie challenge
Image of the Shotton Colts U8s Girls football team which are sponsored by 7 Financial Planning

How We Help

Our favourite area of financial planning is helping people to retire comfortably with the peace of mind that their finances are being looked after. So, if you're planning ahead for the future, looking to leave work for the final time or you want to make sure your financial plan is still on the right track during your retirement, we can help you.

Chartered Financial Advice

Chartered Financial Planners are among the most experienced and highly qualified advisers.

Authorised & Regulated

We're authorised and regulated by the Financial Conduct Authority, the UK's financial services regulator.

Free Initial Meeting

Your first meeting with us is free of charge and there's no obligation to continue with us if you choose not to.

Start a conversation with us

We've been in the industry since 2013, so we know our stuff.


That's why we want to help you with your retirement planning, so that you can spend more time enjoying yourself while we worry about the complexities of financial planning.


Speak to us today to get your financial plan on the right track.

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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 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.

7 Financial Planning Logo
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.

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