Meet with a 1825 financial planner
Meet with an 1825 Financial Planner to discuss key areas of your financial wellbeing in a free 30 minute 1:1 session.
What to expect during the meeting?
Following one of our educational webinars, you’ll have the opportunity arrange a meeting with an 1825 adviser at no cost to you, giving you the chance to apply the information you’ve learned to your personal circumstances.
Individual Pensions Guidance
You can also take advantage of individual pensions guidance at any time. This comes at no cost to you. You will receive a written report that can help you to make informed decisions about your pension options and will have a 1:1 meeting with an 1825 Financial Planner. This report will not provide you with any personal recommendations. We have provided a sample report so you can see what sort of information is included in our reports.Read our sample report
In order for us to provide the Pension Guidance Report, we will ask you to provide us with some information in advance of the meeting.
If you would like more support after your 1:1 meeting, or are interested in seeking advice that’s tailored to your own individual needs, goals and aspirations, 1825 also offers a full financial planning service. We can provide you with a holistic financial plan that goes beyond your employer’s pension into your other investible assets and can cover a wide range of areas such as Retirement, Investing, Tax and Estate Planning. This would be at your expense but you will benefit from 30% colleague discount as an employee of Standard Life Aberdeen.
Ready to book your appointment?
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