Our team is spread nationally with over 100 Financial Planners and over 100 Paraplanners.
We believe in making quality financial planning available throughout the UK; whether through face to face advice or through our national telephony service.
We have over 100 Financial Planners. Your Financial Planner is the person that you will build the closest and strongest relationship with.
This is who works with you to understand your life ambitions and financial goals and then builds on this knowledge to form a holistic tailored plan. However, this is only the beginning of the journey.
Your planner will work with you on a continual basis to ensure your finances reflect changes in the market and the circumstances in your life.
If you are seeking advice on tax, trust and succession planning matters, our specialists can work alongside your 1825 financial planner or they can offer a standalone service.
This is a team that prides itself on delivering a personal service backed by professional expertise. Our senior Advisers are all fully STEP qualified (Society of Trust and Estate Practitioners), one of the highest endorsements of technical expertise in their field.
Our investment experts work with a broad range of Investment options developed by market-leading specialists. They will work with you to identify your financial goals and your attitude to risk, then consider which types of investments are right for you.
Our 1825 portfolios are made up of what we believe to be the best solutions from thousands of funds managed by investment houses all around the globe.
We have over 100 paraplanners working on the best solutions for our clients. They are a team of dedicated individuals who support each client’s case by managing any research, analysis, and recommendations on behalf of your planner.
Therefore, any advice we give has the benefit of two fully trained professionals identifying the best solutions for our clients.
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.
If you have a question for your Financial Planner, or would like to discuss your plan, don’t hesitate to get in touch.
Read our spotlight articles and get to know some of our team.
My Planner is not just a knowledgeable and effective financial advisor but a thoroughly nice chap. In fact it's this quality that makes him so good at his job, really taking the time to listen and understand one's circumstances and life goals before offering guidance.
1825 has matched with patience, clarity, creative thinking, accuracy and innovation our high expectations.