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 

"One thing I get real satisfaction from in my role is providing the client a real service. We add something to the client experience that cannot be bought - ensuring that everything is done with sincerity and integrity."

Michelle Douglas
Client Services Associate Team Leader