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 May 2025
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Aimee has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aimee has received 26 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: 18 May 2025
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 May 2025
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Aimee has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aimee has received 26 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: 18 May 2025
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 helping people plan well, live well—turning today’s actions into tomorrow’s confidence. My Master’s in Law sharpened my technical know-how, but my real drive comes from a genuine curiosity about each client’s lifestyle plans and dreams. We keep things clear, comfortable, and personal. This isn’t a one-off transaction; it’s an ongoing relationship built on trust. By understanding how you picture life—both now and in retirement—we shape strategies that let you enjoy the journey as much as the destination. What we do - Pension reviews and consolidation - Annuity purchases - Flexi-Access Drawdown - Bespoke investment management and holistic financial planning Every solution is tailored so you feel fully informed and in control at each step. Together, we’ll design a roadmap that fits your goals—and gives you the clarity and confidence to live the life you’ve planned. 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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