1825 Financial Planning

Restricted - Whole of Market  West Park Ring Road, Leeds, West yorkshire, LS16 6QE
First meeting at adviser's own cost
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us 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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Socially responsible investments
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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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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 3rd August 2020
Meet our advisers
Andrea Proctor DipPFS DipPFS
Financial Planner

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

Steve Lloyd
Chartered Financial Planner

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Richard Parker DipPFS
Financial Planner

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

Tim Johnson
Financial Planning Director
Richard Hayes
Chartered Financial Planner

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
What our clients say
“Nothing is ever too much trouble and you solved a hugely complex pension problem for my wife with excellent results. I’m a very happy client.”
Mr Makin, Sheffield
“I feel like you protect me and will look after my future and my investments and I’d recommend anyone to come to 1825.”
Ms Palin, Reading
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
Head office address: West Park Ring Road, Leeds, LS16 6QE
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 3rd August 2020

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