Achieving financial freedom doesn't have to be a dream. A financial plan for each stage of your life gives you flexibility and choice, helping you build a strong foundation for a secure happy future, free from financial worry. 1st Financial Foundations give you Independent Financial Advice. We understand the major financial decisions you make will have significant and life-changing consequences.
It is therefore essential that you seek professional financial advice from people you can trust. Whatever your short, medium and long-term goals, we're here to help make them a reality - no matter how complex your financial affairs are we welcome the opportunity to discuss your particular situation.
It is therefore essential that you seek professional financial advice from people you can trust. Whatever your short, medium and long-term goals, we're here to help make them a reality - no matter how complex your financial affairs are we welcome the opportunity to discuss your particular situation.
Services
We are honest and accountable for the service we provide, we only make recommendations that are suitable and put the clients interests first. We value and nurture long term relationships with our clients. Clients should always feel secure in the advice we give them and be able to talk to us if they do not feel their expectations are being met.
1st Financial Foundations Independent Financial Advisers recognise that all of our clients have unique financial needs and objectives. There are six stages to 1st Financial Foundations wealth creation process, each of which is separately costed based on the advice we provide, although we offer the initial complimentary consultation without any charge or fee.
Yash leads the 1st Financial Foundations team. He is instrumental in cultivating strong relationships with clients and has core competencies in Wealth Management, Property Investment and is a Pension Transfer Specialist. Yash formed 1st Financial Foundations after spending nearly twenty years in the financial services industry.
Sarah was working for The White Company as the Brand Director. 1st Financial Foundations Independent Financial Advisers were advisers setting up a group pension scheme for The White Company. Upon meeting Sarah, it was clear that she was busy and enjoyed her work. She was very much focused in a demanding role and wanted help in sorting out her finances, with a view to making her money work for her.
Achieving financial freedom doesn't have to be a dream. A financial plan for each stage of your life gives you flexibility and choice, helping you build a strong foundation for a secure happy future, free from financial worry. Our factfind process starts with us sitting down with you and having a frank discussion about you, your finances, your attitude to risk and your future goals.
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