Independent financial adviser Aimee Watson has set up County Durham-based firm Aimee Financial.
It will provide financial planning and pension advice to clients.
Although specialising in retirement planning, the company also offers support to younger people who are looking to build up their pension over a period of years to ensure they have a decent fund to tap into as they get older.
Watson, who is a member of the Personal Finance Society (PFS), is in the early stages of business development but has “ambitious plans to grow and expand her client portfolio”.
She completed a Diploma in Financial Planning in 2016, and earned the qualifications to become an IFA. She is currently training to be a chartered retirement planning specialist.
Gap in the market
Watson, who has been in the sector for just over seven years, launched the business after spotting a “gap in the market” for a young female to provide financial services.
“From my years working in the financial sector, I realised there was definitely less young people and in particular young women who were seeking financial advice,” Watson said.
“I did some research and found that it was in large part due to the perceptions of the industry, being quite male dominated and elitist. What I wanted to do was offer a service which is more streamlined and straight forward for people to use.
“My company offers tailored solutions in a transparent way, using the latest technologies, online tools and digitisation.
“More importantly, we’re relaxed and approachable. I want to take the complexities away for clients and hopefully get younger people saving more and helping people plan for and access their retirement provisions.”
