1st Financial Foundations

11 Furzton Lake, Shirwell Crescent, Furzton, Milton Keynes, Buckinghamshire, MK4 1GA Directions

Tel 01908 523420
   Now closed Open today 09:00 - 17:00

Why Choose Us?

Professional Advice
Expert Advice
First Class Service

Business overview

Mentors for Your Money and Your Life

1st Financial Foundations has a client-driven approach to business. Through our attention to individual needs and objectives, we offer custom solutions for optimal results. Drawing on the diverse perspectives of our team, we cultivate long-term relationships that add value to our clients finances and lives.

Yash Tosar - Managing Director

Yash leads the 1st Financial Foundations team. He is instrumental in cultivating strong relationships with clients and has core competencies in wealth management and property investment. Yash formed 1st Financial Foundations after spending nearly twenty years in the financial services industry. He stresses the importance of personalising services to meet clients’ financial needs and goals.

Products & Services

Pension Review & Consolidation

Investment - Bonds

ISA

Unit Trust & OIECs

Savings - School Fee Planning

Life Assurance

Mortgage Protection

Income Protection

Accident, Sickness & Unemployment Cover

Keyman Cover

Shareholder Protection

Mortgages

First Time Buyer

Buy to Let Mortgage

Commercial Mortgage

Wills & Trusts

Inheritance Tax Planning

FCA Regulated

Financial Planning

Buy to Let Mortgages

Financial Consultants

Income Protection Insurance

Independent Financial Advisers

Investments

Life Assurance and Pension Consultants

Life Insurance

Mortgage Advice

Pensions

Tax Planning

Reviews

Highly recommend

5
I’ve been very impressed with level of quality of advice and service. In particular the time and patience provided by our advisor Bhaven. I would highly recommend 1st Financial Foundations to friends and family.
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BRAVO!

5
Excellent Service.
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Great service

5
Dylan and Shushma provided a great service. Couldn’t have been more happier, they have been on hand during my entire mortgage and buying process.
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Very knowledgeable and helpful

5
Both Raj and Ajeet were both very knowledgeable and helpful. I would highly recommend this company to anyone in need of financial advice.
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