Client Support

Looking after our clients and making sure everything runs smoothly in 1825

Your Client Support team

It is possible that the only person you will work face-to-face with is your financial planner but this doesn’t mean that they work alone. Your financial plan is a result of the focus and attention of professionals throughout the business. Client Support are one of the key teams that keep this process in motion.

Client Support covers a range of roles and responsibilities but it all comes down to making sure that our clients have a great experience with 1825. These are the people that you’ll find answering your questions on the phone, processing new business or preparing your client review.

  • Client support team 
  • Paraplanners 
  • Investment experts 
  • Tax, trust and succession specialists 
  • Financial planner 
  • You 

“It is such a pleasure working with our clients at 1825 and they are at the heart of everything we do. We always aim to go above and beyond for them ensuring everything is done with sincerity and integrity.”

Lynsey Brar
Client Services Associate Team Leader