Nurture it, protect it

Plan for it

Your financial goals won’t take care of themselves, but we will. Get expert support from an 1825 Financial Planner and plan for more out of life.

    Financial planning for life

    Talking to a financial planner can help you get the most out of your money. Together, we’ll create a plan that puts you in control and gives you confidence to make decisions for the future you want.

    From helping you understand Pension Freedoms and building a bespoke retirement strategy, to reducing your tax bill and managing inheritance, a financial planner can provide on-going support to help you achieve your goals.

    We can help you:

    • Invest your money at the level of risk you’re comfortable with
    • Plan your income and manage your savings and investments in retirement
    • Pass your wealth on as efficiently as possible to the people you care about
    • Make the most of your options – including advice on Defined Benefit pensions
    • Manage your tax so you don’t pay more than you need to
    • Find the right solutions for you from a panel of carefully selected providers

    Your initial consultation

    The most valuable thing about financial planning is that it’s tailored to you, which is why the best way to find out how you could benefit is to talk to a financial planner one-on-one.

    Your first meeting is an initial, no-obligation discussion about your needs and how we might help you. It’s an opportunity for you to understand more about us, and about how financial planning could add value to your life. This meeting is offered at our own cost, to help you decide if you would like to work with us.

    Fill in the form below and we’ll match you with one of our financial planners.

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    Did you know?

    People who work with a financial planner are an average of £40,000 better off than people who have not taken advice.

    -The value of Advice research report, 2017

    What next?

    Experts on your side

    Why choose 1825?

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