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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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

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?

Coffee?

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