1st Financial Foundations
Financial Services in United Kingdom
Overview
We are a close-knit team of independent financial advisors, with a shared goal of helping our clients achieve financial confidence and freedom.
Our history is rooted in the entrepreneurial beginnings of our founder, Yash. Thirty years ago, he started the business to provide advice, education and support to help people make sound financial decisions for improving their lives. This philosophy continues to guide our work today. We simplify financial planning and wealth management, ensuring our clients feel confident and comfortable in every decision they make.
We work with and support business leaders because we believe our values and goals naturally align. As effective communicators, we listen to our clients and understand their goals. We do not believe in pushing products and prefer to understand our clients’ lifestyles, needs and goals to identify the areas they need support with before making any recommendations.
We offer a comprehensive range of services to support our clients through different life stages and various needs.
OUR SKILLS
Wealth planning
Retirement
Pensions
SIPPS & SASS
Mortgages
Protection
Savings
Investments
Wills, Trusts & Inheritance Tax Planning
Cashflow planning
Tagline
Building Your Financial Future - Independent Financial Advice
EMPLOYEES
2-10 employees
FOUNDED
2001
HQ
Milton Keynes, Bucks
TYPE
Privately Held
Location
- Street
- 11 Furzton Lake
- City
- Milton Keynes
- Region
- Bucks
- Postal code
- MK4 1GA
- Country
- United Kingdom
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FAQ
What is the company name?
1stff.co.uk is the website of 1st Financial Foundations.
What is the industry of the company?
1st Financial Foundations (1stff.co.uk) is in the Financial Services industry.
What products and services does the company offer?
1st Financial Foundations (1stff.co.uk) lists these specialties: Protection, Retirement, Investments, Savings, Mortgages, Tax & Trusts, Financial Planning, Pension Transfers, Inheritance Tax Planning, Lifetime Cashflow Planning, WIlls, Portfolio Planning, Property Investment, and Independent Financial Advice.
When was the company founded?
1st Financial Foundations (1stff.co.uk) was founded in 2001.
How many employees does the company have?
1st Financial Foundations (1stff.co.uk) has 2-10 employees.
What is the company type?
The company type of 1st Financial Foundations (1stff.co.uk) is Privately Held.
Where is the company headquartered?
1st Financial Foundations (1stff.co.uk) is headquartered in Milton Keynes, Bucks.
What is the address of the company?
The address of 1st Financial Foundations (1stff.co.uk) is 11 Furzton Lake, Milton Keynes, Bucks, MK4 1GA, United Kingdom.
What are the social media accounts of the company?
The social media account of 1st Financial Foundations (1stff.co.uk) is LinkedIn.
Social media