0330 038 8938
Based in Peterlee
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
30
Recent Client Reviews
Aimee has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aimee has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
Aimee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Aimee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aimee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Aimee has provided information on their typical fees
Aimee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aimee (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Aimee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aimee (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
30
Recent Client Reviews
Aimee has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aimee has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
10
Qualifications Uploaded
Aimee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Aimee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Aimee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Aimee has provided information on their typical fees
Aimee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aimee (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Aimee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aimee (based on 7 first impressions)
Since 2012, I’ve been dedicated to helping people build their financial future with confidence. With a Master’s in Law, I found my passion in helping people. Our approach is anything but transactional. We believe in fostering genuine relationships because that’s what makes this work meaningful. We’re invested in helping clients achieve not just financial stability but a truly fulfilling retirement. Our expertise covers a range of services, including pension reviews, pension consolidation, Annuity purchases, and Flexi Access Drawdown. We also manage investments and craft tailored plans that align with individual goals. Beyond growing wealth, we’re here to provide peace of mind, ensuring that families and incomes are protected through life’s ups and downs. Your first consultation is always on us, and we’ll meet in whatever way suits you best—over the phone, on video, or face-to-face. Let’s build a lasting relationship and work toward the retirement you deserve! 7 Financial Planning is a trading style of Aimee Financial, who are a directly authorised local north east firm.
Offers available through VouchedFor
Contact Aimee through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Aimee's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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