The value of your investments can go down as well as up and you may get back less than you paid in.

The team supporting you

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.

Financial planner

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.

Tax, trust and succession planning specialists

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.

Investment experts

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.

Paraplanners

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 team

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.

Spotlight

Read our spotlight articles and get to know some of our team.

Management and Executive

 
The 1825 leadership team is in place to make sure that we aim to deliver the best possible outcomes.

As part of the Standard Life Aberdeen Group, 1825 has the backing and investment of a secure financial institution. We are able to draw on the expertise of experienced professionals, whilst being led by an independent executive board.

This ensures that every aspect of our business is geared towards your specific needs.

 

What our clients say

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.

Clare Heal

1825 has matched with patience, clarity, creative thinking, accuracy and innovation our high expectations.

John and Sarah Webb

We can provide support and advice on a wide range of areas to help you manage your life savings.

Get in touch today to find out how our experts can help you.

 

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