Save it, enjoy it

Plan for it

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.

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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.

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.

Featured updates

New tax year - 2018/19

New tax year

What lessons can be taken from the financial giant’s collapse?

Trusts - FAQ

Trusts FAQs

Want to know more about how trusts could help you plan for the future?

1825 acquisition

Belfast City, NI

We’re delighted to have entered into an agreement to acquire BDO Northern Ireland’s wealth management business.

Who has joined 1825?

Private Client Managment

Fraser Heath