Whether you’re an entrepreneur, private investor or wealthy individual, we advise clients on how they can achieve financial independence and build wealth. We work with them to develop a long-term secure financial and wealth framework, no matter where they are in their life or what financial demands are placed on them. At 1st Financial Foundations Independent Financial Advisers, 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.
Our offices are based at Furzton Lake, Milton Keynes, and we have been advising and mentoring clients for over 30 years. We provide impartial, unbiased and objective financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
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 – and would welcome the opportunity to discuss your particular situation.
Yash is good at straight talk and the advice is sound. A knowledgeable IFA with access to good products.
Mr Kundi’s honest and helpful behaviour with professional approach in dealing with our requirement became a very favourite part of our meetings.
My experience with 1st Financial Foundations was very professional, and the job was executed swiftly and exactly as agreed. Your representative Bhaven is an asset to the organisation, I’ll be sure to go back to him as and when required in the future.
Progress dictates you change the rules
Yash has always provided a professional and confidential service. He explains his suggestion in an honest and straight forward manner, simplified terms where necessary. His knowledge of current legislation is always up to date, and is always available to discuss any financial queries we have. I have no hesitation in recommending Mr Yash Tosar to any company or individual.
Gary May – Managing Director, Blenheim Carpets
Prosperity begins with a plan
Given the complex aspects of my personal finances I needed someone to find a solution that wasn’t simple or plain. Yash took a lot of time to find what I needed and used personal relationships to get third party lenders to take time and get comfortable with my financial situation. He went the extra mile I needed where other brokers would have given up.
Mark Maislish – Vice President, Morgan Stanley
Make your mortgage a blessing, not a curse!
Mr Tosar's own business experiences allow him to understand our situation from both a business and a personal capacity. He appreciates cash-flow and positively advises against arrangements which may cause problems. We feel we are getting advise rather than being sold policies.
Dinesh Kotecha – Director, Falgard Limited
Good things come to those who wait!
We have found your approach to financial planning both refreshing and stimulating and it has given us a solid basis for making our most important financial decisions.
Richard and Judith Sandell – Red Tiles
Financial freedom starts with a cunning plan
Mr Tosar has been my financial adviser for many years now and I appreciate his honesty, ability and promptness of his financial advise. Nothing is too much trouble, and his personal touch and charm gives us great confidence in his advice.
Dr. M. M. Shafi – The Lake House Surgery
Taking the pain out pensions and investments
Yash educated us to the point where we were able to work with him to develop and execute our plan. The way he works is very collaborative – there is no “prescription” without the “patient” understanding the circumstances thoroughly. The proof of the efficacy of this approach is that we are now in the position to start carrying out some long-held plans, knowing that our future is secure.
Richard and Sarah
Fail to plan and you plan to fail
Understanding that decisions have to be made within parameters of an uncertain world, following our discussions, we can now make our plans with a wider appreciation of the options available, together with the associated risks and opportunities.
Richard and Judith Sandell – Red Tiles
Take back control and start enjoying your life