0330 038 8938
Based in Peterlee
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified 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 AuthorityLast checked: 23 August 2026
Aimee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Aimee has received 13 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Aimee has received 13 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: 02 June 2026
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 below10 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 belowAimee 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)
About
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.