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The initial consultation

One of the most valuable things about financial planning is that it’s tailored to you.

Our consultation gives you the chance to speak with a Planner one-on-one and understand the ways that financial planning could benefit you.

What happens during the consultation?

Your initial consultation is a no-obligation discussion about your needs and goals. Financial advice is not given during the consultation; it’s an opportunity to understand more about 1825, and for us to show what financial planning could add to your life.

This consultation is offered at our own expense to help you decide if you’d like to work with us.

If after the consultation you would like to progress, we would be delighted to start the advice process with you.

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

Book your free consultation

Fill in the form and we'll match you with one of our Financial Planners. Please note, we’re only able to provide advice to UK residents.

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