Providing
Proper
Financial
Planning

We provide independent financial advice to people in the Hampshire, Dorset and London areas. Our goal is simple: to help you achieve yours.

If you’re here, you probably have a financial problem or challenge you need solving. Our first job is to do just that.

We take time to understand the aspirations you have for your life and family over the short, medium and long-term. We then put a plan in place, organising your finances in a way that will help you best achieve your goals.

Red 7 Financial Management was founded by Director and Financial Planner, Simon Weeks. We pride ourselves on providing financial planning advice that is personal and jargon-free, helping to propel you towards the life you always imagined.

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Alfie's Wish

We are delighted to announce our partnership with the amazing Alfie’s Wish charity, which provides day trips, experiences & support for children suffering with cancer. In 2022 and beyond, we will be donating ÂŁ100 to Alfie’s Wish for every new financial planning client we work with, as well as looking for other ways to support them throughout the year.

To find out more about Alfie, his brave battle, and what his parents James & Charlotte are doing with the charity, please click here.

Meet simon

Founder & Director

Simon started Red 7 Financial Management in order to deliver what he knows to be the most important part of financial planning: spending more time working with his clients, making a real difference to their lives.

He is dedicated to delivering a consistently personal service to each and every client, equipped with the extensive knowledge and experience he has gained in the industry over the past 18 years.

  • We provide financial advice to successful business owners and people who are approaching or in retirement
  • We work with clients in the Hampshire, Dorset and London areas
  • We specialise in offering financial advice to members of final salary and defined benefit pensions
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Are you...

An aspiring retiree?

You're preparing to retire in the next 10 to 20 years and looking for financial guidance.

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At retirement?

You’re ready to retire or you’re already there, but perhaps lacking confidence in your finances.

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A business owner?

You’re a business owner or director, looking to secure your long-term financial future.

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What we do

Our approach to financial planning

Our approach to financial planning

You might not know how to marry your lifelong ambitions with your finances, but a proper financial plan will ensure you can do just that. Whether short-term or long-term, we work to make your personal goals and ambitions a financial reality.

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Our investment philosophy

Our investment philosophy

We want to let clients and prospective clients know what we believe successful investing looks like. When making investment recommendations, we are guided by four key principles that give our clients the best chance of success when it comes to investing.

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What do our clients have to say?

I was recommended to Simon when I moved from London to Hampshire around 10 years ago. I wanted top quality financial advice across both my highly intertwined business and personal/family lives, able to be delivered often face to face without too much travel effort. My needs started with tax management advice but quickly spread to how to fund a house purchase and renovation, and then my children’s education. As I reach my mid-50s, the questions have been more to do with pension, London property and my family investment portfolio. Simon has been beside me all that way. Why? Well, professionally, because he knows his subject, is always well prepared, can explain things quickly and clearly, and is sensible and sincere in his advice. When occasionally I have questioned him toughly, he has proved his advice can withstand that. So, I have learned to trust his recommendations, which always save me time, stress and help me to be financially well prepared. On a personal level, it is always nice to see him as he is friendly, tries really hard to help and makes all his clients, however unimportant in terms of fees, feel looked after and valued. Trust him, it’ll be worth it.

James, from St Marybourne

We have used Simon for around 10 years. We started from a point where retirement was a scary thought which we could never afford. Working with Simon we put a plan together and now we feel that financially the future is much clearer. Simon is not one for fancy high risk instant results; he has always made this clear and in the process has steered us away from several ‘get rich quick’ schemes that have tempted us.

Mike, from Whitchurch

We were looking to invest a windfall for the long term in a tax-efficient way so that it could provide additional support to our disabled child in the future. Simon arranged a plan that provides for this and also combined our various pension schemes onto a consolidated platform. This enables accurate cash flow modelling that would not be possible with a variety of scattered funds. Our regular reviews have been invaluable in reducing any financial uncertainty and concern. Simon has arranged life cover offering greater value for money and with premiums paid directly from my company, effectively reducing the cost.

John, from Godalming

I have been working with Simon for a number of years now and have come to really value his financial planning advice. He first helped me to invest the money I made from selling my business and since then he has continued to advise my husband and I on all aspects of our financial and retirement planning. Simon brings a well-informed, balanced perspective to our financial decision-making that is always reassuring.

Rachel, from Richmond-Upon-Thames

We originally contacted Simon shortly after we married, as we had a diverse portfolio which was proving difficult to manage. Simon helped us to clarify our investment aims for growth and income over our working lives and into retirement, providing the information we needed to select the appropriate risk strategy for our investments. Our portfolio is now well structured and easy to manage, together with regular updates on the value. Simon meets with us at least once a year to discuss our portfolio, is always well informed, providing us with appropriate advice and information to make any decisions.

William, from Southampton

Coffee?

If you would like to chat, please complete the form and we will call you back.

Thoughts

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