What do you want

from your financial future?

1825 is here to help you make sound financial decisions and plan for the future, supported by qualified, experienced specialists who are focused on your priorities.

  • Home

Financial planning for you

Throughout your life you’ll need to depend on your finances. We help you formulate a plan based on your needs, to give you the financial confidence that enables you to enjoy life.

Supporting your business

Our specialists can help employers with a variety of solutions including pension schemes, employee benefits and planning for passing your business on.

Experts on your side

We draw upon a variety of expertise to offer a range of services and solutions to build and support your financial plan, as well as maximising and protecting your assets through tax, trust and succession planning.

Featured updates

Financial Planning Surgeries

Financial Planning Week

We're offering individual sessions as part of Financial Planning Week 2017.

Defined Benefit pensions

Defined Benefit pensions

Four questions to answer if you're thinking about transferring out.

 

Tax year 2017/18

New tax year

A new tax year means new opportunities for planning your finances.

Why we exist

Our aim is to help you achieve the future you want by providing tailored financial planning and specialist advice specific to what you think is important in life.

We’re bringing together reputable, experienced professionals from across the UK who are dedicated to doing the right thing for their clients.

Watch the video to hear from one of our clients about her experience of financial planning with 1825.

Read more about our story

Helping you achieve your goals

Whether you need help with decisions around retirement, what to do with a lump sum like a bonus or inheritance, being tax efficient, or how to share and pass on your assets - we’ll work with you to ensure you’re building a sound financial future.

Whilst you might be motivated to seek advice to address a particular need – we believe that holistic financial planning should give you a better outcome. By incorporating specialist advice and taking into account all of the factors in your life; we’ll work to understand where you want to get to and what your goals are. Then we’ll use our expertise to put in place a plan that’s tailored to you.

Who has joined 1825?

Baigrie Davies

Munro Partnership

Jones Sheridan