Helping you plan for the future

with professional advice

We believe that good financial advice and planning must be centred on understanding you, then applying our expertise to help you build a plan that fits your aspirations.

  • Financial planning

Why might you need financial advice?

Some of the main motivations for seeking advice are around planning for the future and safeguarding your money. These decisions can be complex and have a significant impact on you or your loved ones – so expert advice can have a significant long-term benefit.

Image of a person considering all their financial planning needs
  • You’re thinking about retirement
  • You’ve inherited some money
  • There's been a change in your circumstances – whether that's redundancy, illness, divorce or bereavement
  • You want to make sure you’re getting the most out of your money by being tax efficient
  • You're looking for peace of mind that your finances are being looked after
  • You want to be in control of sharing or passing on as much as possible to your loved ones

Making a clear plan

Whatever your prompt is for seeking professional advice, it's worth looking at the big picture. Our ethos is built around three things. First, it's about understanding your life ambitions and financial goals. Then helping you achieve your objectives by providing expert help to minimise tax, manage risk and give peace of mind. The last stage is ongoing - regularly reviewing, adjusting and planning ahead to help you stay on track. Remember, the value of your investment can go down as well as up and you may get back less than what was paid in.

Choosing 1825

Our focus is on you and what you want to achieve in life. We’ll work with you to understand your priorities and what drives you, so that we can create a plan that helps you achieve your goals whilst protecting you from the unexpected. 1825 gives you:

  • Ongoing service options to suit your situation
  • Expert professionals with relevant specialisms, qualifications and experience
  • Support from a team of dedicated people
  • Investment options developed by market-leading specialists
  • A holistic and tailored plan incorporating the right solutions to fit your needs

What next?

Experts on your side

Why choose 1825 for advice?

Your free consultation