Ngairy talks about her experience with 1825 and why she values financial planning.
Ngairy is a real client and all views are her own.
I decided to speak to a financial advisor…I was coming up for retirement and I had been investing with AVCs for my pension for some years. Towards the end I was crystalised and so I ended up with quite a nice little lump sum. I have no financial experience whatsoever and a friend suggested I came along to a company that is now 1825. And I was with a very nice financial adviser who gave me assurance. He was rather like a bank manager, and it was personal and friendly and I felt there was integrity there and that I could trust whoever I was placing my money with and I've been very happy ever since.
Through financial planning I'm looking for the future, having come up to the age of 70 I'm thinking that I may need medical assistance later on in life and also if there are any medical problems that arise I just need the assurance that there is enough money to keep me in the life that I have been used to up until now.
My experience with 1825 is that I have assurance and personal experience with James and Graham Bland. They've both looked after me in the past and I look to the future with them, that they will give me protection and security with my investments and my future.
The things I value most with 1825 is the financial advisors that I've had over the last 10 years. They have both been giving me a lot of assurance and security. I feel that they will be protecting me and looking after my future and my investments and I'd recommend anyone to come to 1825.
Investments can go down as well as up and you may get back less than you paid in.