1825 updates

Financial Planning Week - 2019

Colin Dyer

Look after the pennies and the pounds will look after themselves. Well the good news is that a sound financial plan could help you do just that. At 1825, however, we believe that financial planning is about more than that. It’s about giving clients the peace of mind that they, and their loved ones, will be able to live the lives they want.


In order to help more people achieve that peace of mind, I am delighted to announce that 1825 will be supporting Financial Planning Week 2019.

What is Financial Planning Week?

It’s a national campaign running from 7 to 11 October 2019. It’s run by the Chartered Institute for Securities & Investment (CISI) to raise awareness of the importance of financial planning and to help engage people with their money.

How we’re getting involved

1825 are running Financial Planning Surgeries. These sessions can be incredibly powerful, and we’re delighted to be able to offer them. The surgeries aim to make you feel more confident and secure about your finances and your future, by doing some planning. They are designed to provide you with useful guidance and information rather than providing personal advice on areas such as investment, which involves regulatory requirements.

The best thing about it? These introductory taster sessions are totally free and will give you the opportunity to see what it’s like to have a qualified financial planner in your corner.

CISI provide in depth information on what you can expect from a surgery on their website.

Unsure if financial planning is for you?

The right planning at the right time can help you achieve your financial goals in life; whether short, medium or long term.

Of course you can do some Financial Planning on your own, but there are many benefits of getting help from a professional planner. Hear from one of our clients just how professional financial planning made a difference to her life.

Book your free taster session

If you think you, or anyone you know could benefit from one of these free sessions, book in today.


This blog should not be regarded as financial advice