1825 Financial Planning

Restricted - Whole of Market  8 Waltham Court, Wargrave, Berkshire, RG10 9AA
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 <phone number hidden> 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 29th June 2020
Meet our advisers
Duncan Jones DipPFS
Financial Planner

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

Perry Rapley APFS
Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Neal Dewson DipPFS
Financial Planner

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

David Stroomer
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

James Corcoran
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: 8 Waltham Court, Milley Lane, Hare Hatch, Reading, RG10 9AA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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