1825 Financial Planning

Restricted - Whole of Market  Datum House, Crewe, Cheshire, CW1 6ZF
First meeting at adviser's own cost
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation today
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Traded endowment policies
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Kerry Corden
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Cameron Beardmore DiP PFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Toni Goodwin Dip FA
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Ollie Bridgman DipFA CeMAP
Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Andrew Beattie DipPFS
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Richard Griffith Dip FA
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Robin Jackson FCII
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Accreditations
Chartered Financial Planner
What our clients say
Thank you for all your help and advice. In the minefield of personal finance you have made everything simple and straightforward, maximising profits but also suggesting all the right protection.
Caroline Bailey, Alsager
Jones Sheridan have consistently demonstrated a wealth of experience throughout their team, providing a first class service and proactive quarterly investment advice tailored to my requirements.
David Morris, Nantwich
Our enquiries are dealt with promptly and courteously and we are confident that our policies and investments are in good hands, which is no doubt due to regular contact and informative reports. We genuinely feel that we are valued customers.
Peter Hunt, Crewe
About us

At 1825 we have one goal: to help our clients live the life they choose. We believe that a professional financial plan has the power to do that. By working with us now, you’ll create more choices and opportunities to make a tangible difference to your quality of life in the future.

We take the time to understand what you want from life, then we’ll be with you through it all – protecting you from the unexpected and helping you make the most of everything that comes your way.

Everyone in 1825 is committed to working the way you want, providing a high quality service to help you with your decisions. We can advise you on all your existing investments, or help you find new solutions using our expertly-managed panels, from a range of providers. Whether you’re planning for longer-term goals, or need help with a specific issue such as transferring a pension, we’re there to give you the support you need.

Many of our team have achieved chartered status – the most advanced financial planning qualification available. Our people are professional, qualified and straightforward, but most of all, they are truly passionate about doing the right thing for you.

Our services

1825 offers a full financial planning service, including specialist advice on tax planning, trusts, Wills and Power of Attorney.

When advising on new products or investments, we work with a carefully selected range of solutions. This enables us to use our scale to negotiate better rates for clients. As we do not undertake whole of market research in all product areas, our service is defined as Restricted, not Independent.

Rest assured - we will only recommend a product or investment option if we believe it is suitable for you and the advice we give you will always be impartial.

Where to find us

Datum House, Electra Way, Crewe, Cheshire, CW1 6ZF

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 23rd January 2020

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