At 1825 we’re very proud to support Financial Planning Week, 7 - 11 October 2019. We strongly believe in the benefits of financial planning so we’re delighted to offer you the opportunity to experience a financial planning session yourself.
Our free surgeries aim to make you feel more confident and secure about your finances and your future.
The Chartered Institute for Securities and Investment have a lot more information about what happens at a financial planning surgery meeting on their website.
We have sessions available face-to-face and over the phone. Just fill in the online form and we'll match you with one of our financial planners.
Sessions are filling up quickly – so get in touch soon to reserve your place.
Don’t let this put you off registering. Our Private Client Management team also provide national telephone-based advice - so you do not need to visit an 1825 office to benefit from a free financial planning session. Just let us know in the ‘other’ section when you fill in the form.