7 Financial Planning
7 Reasons to Boost Your ISA Contributions in the New Tax Year
As the new tax year begins, it's the perfect opportunity to reassess your financial goals and make savvy decisions to maximise your...
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7FP, The Old Brewery, Castle Eden, TS27 4SU
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.
Just so you know, we do not give advice on the transfer of Final Salary (Defined Benefit) pensions or pensions with Safeguarded benefits. We can however review your overall financial plan with regard to these pension and other assets.
How We Work
Getting to know you
Taking a closer look
Creating your plan
Taking care of you and your plan
We want to make your life easier by taking care of your financial planning in a streamlined way. That's why we're transparent about the process and how much it will cost.
Retirement Lifestyle Guide
Worried about keeping busy and active in retirement?
Our guide provides ideas to keep you active and stimulated in retirement, from recommended hikes in the Lake District to the importance of staying social - we've even provided space for you to write your own goals and ideas.
Independent Financial Advice
Based in Castle Eden, 7 Financial Planning was founded with the goal of helping local people with their finances and retirement.
Aimee is a Chartered Financial Planner and has been in the industry for over 10 years.
The financial planning relationship can last a lifetime, so it's important to have someone that understands you and your goals by your side. That's where we come in - with 7FP, you know you're in safe hands for the long term.
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.
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 to get your financial plan on the right track.
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.
Aimee was very friendly and explained how to move two of my pensions into one and invest it elsewhere. Most people like myself don't understand exactly what you can do with old pensions.
Financial Blogs
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