1st Financial Foundations

Independent Financial Adviser  11 Furzton Lake, Shenley brook end, Buckinghamshire, MK4 1GA
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FCA authorised
Last authorised 28th September 2020
Mentors for Your Money and Your Life. Find out HOW you can get out of "Rat Race"
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Yash Tosar
Director
About us

1st Financial Foundations are qualified Independant financial advisers and can show you how to develop long-term financial security and wealth, no matter where you are in your life or what financial demands are placed on you.

You'll find our refreshingly honest and down-to-earth approach is based on personal, practical experience.
There's nothing we recommend that we haven't personally done ourselves. And because we are independent, our advice and guidance is based on what we believe will generate the greatest wealth in your circumstances, NOT what products we have to sell.

Our services

Who’s running your life? You or your finances?
If you’ve ever felt worried or out of your depth when sorting out your money you’re not alone.
At some point most people find they:
have too little time to plan for a secure future
pay too much interest, taxes and fees
are disorganised and occasionally run short of money
But it doesn’t have to be this way.
Take back control and start enjoying your life

If you think the only way you could afford to live your dreams is a lottery win, think again.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

11 Furzton Lake, Shirwell Crescent, Milton Keynes, Bucks, MK4 1GA

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