Business Details
25 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are a team of independent financial advisers dedicated to helping clients achieve financial confidence and freedom. Established in 2001, our firm provides tailored financial planning solutions for professionals, business owners, self-employed individuals, contractors, and families. Our expertise spans cashflow planning, mortgages, protection, wealth management, and estate planning. We prioritise client-centric service, combining technical knowledge with a commitment to transparency and ethical standards. Our team's extensive experience ensures clients receive strategic advice aligned with their unique goals.We operate under regulatory oversight from the Financial Conduct Authority, reinforcing our commitment to professionalism. Through continuous support and regular reviews, we adapt strategies to evolving client needs and market conditions. Our mission is to empower clients to make informed financial decisions for long-term security. Client testimonials highlight our prompt communication, market expertise, and balanced advice. We are proud to support local charities, reflecting our community-focused values.
Services
Cashflow Planning
Mortgage Advice
Wealth Management
Protection Planning
Estate Planning
Retirement Strategies
Investment Guidance
Inheritance Tax Solutions
Long-Term Care Planning
Savings Strategies
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in independent financial advisory services.
- Our team provides tailored solutions for professionals, business owners, and families.
- We operate under FCA regulation, ensuring compliance with strict professional standards.
- Our holistic approach integrates cashflow, tax, and estate planning strategies.
- Client testimonials highlight exceptional service and market expertise.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional service
Very knowledgeable
Fantastic service
Prompt communication
Market expertise
Services
Cashflow Planning
We help clients analyse income and expenses to create sustainable financial strategies. Our approach includes debt management, emergency fund creation, and future expense planning. By developing tailored budgets and monitoring progress, we ensure clients maintain financial stability while achieving long-term goals.
Mortgage Advice
Our advisers guide clients through mortgage selection, including first-time purchases, remortgaging, and buy-to-let properties. We offer market-wide comparisons, application support, and ongoing management. Specialised services cater to self-employed individuals and high-value property transactions.
Wealth Management
We develop strategies combining investment planning, tax optimisation, and estate protection. Our holistic approach ensures wealth preservation across generations. Regular portfolio reviews and risk management techniques help clients navigate market fluctuations while maintaining growth objectives.
Protection Planning
We provide life insurance, critical illness cover, and income protection solutions. Our advice ensures clients safeguard against financial risks through tailored policies. We also offer key person insurance for businesses and ongoing plan reviews to adapt to changing circumstances.
Estate Planning
Our services include will creation, trust establishment, and inheritance tax mitigation. We help clients structure their estates to reflect personal wishes while minimising tax liabilities. Business succession planning ensures smooth transitions for entrepreneurial clients.
People
Yash
Founder
Yash founded 1st Financial Foundations in 2001 with a vision to provide accessible financial education. His entrepreneurial background drives the firm's client-focused approach to financial planning and advisory services.
Jaysul
Mortgage Advisor
Jaysul specialises in mortgage advisory services, known for clear communication and tailored property financing solutions. His approach combines market expertise with personalised client support throughout the mortgage process.
Questions
What financial planning services do you offer?
We provide cashflow planning, mortgages, protection, wealth management, retirement strategies, and estate planning tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate under the Financial Conduct Authority's regulation (FCA No: 454529), ensuring compliance with professional standards.
How do you tailor financial advice to individual clients?
We conduct detailed assessments of financial goals, risk tolerance, and personal circumstances to create customised strategies for each client.
What areas do you serve?
We primarily serve Milton Keynes and London, with advisory services available across the UK through remote consultations.
How are your fees structured?
Our fees depend on individual circumstances and services required. We provide transparent cost details during initial consultations with no hidden charges.
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