1st financial foundations

01908 523 420 / 020 3897 8100


mentors for your money and your life

mentors for your money and your life

  • Time to change the rules about how you build, preserve and manage your wealth?
    Whether you are an entrepreneur, private investor or wealthy individual, we understand that progression dictates the need for you to change the rules about how we help you build, preserve and manage your wealth.

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  • Enjoy stable returns
    from bricks and mortar
    Property is one of the cornerstones of any plan to create wealth. From finding the right mortgage so that you can afford your first home, to building a large investment portfolio of many properties, you’ll find we have a strong track record of helping our clients translate relatively small amounts of money into large financial gains.

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  • Financial freedom starts
    with a cunning plan
    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.

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  • Is your future an uncertain one?
    If you still haven’t got around to planning your retirement, you face an uncertain future. The basic State Pension is now barely enough to live on comfortably, and inflation continually eats it away.

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  • Fail to plan and you plan to fail
    It’s surprising how little time most business owners spend on planning every week, yet it’s vital for continuous and productive change in an organisation.

    Read More
  • Speak to an adviser

Hello… have you found
what you’re looking for?

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.

Geoff Shuttleworth

Mr Kundi’s honest and helpful behaviour with professional approach in dealing with our requirement became a very favourite part of our meetings.

Imran Khan

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.

Hiten Thakrar

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

If you would like to discuss your particular situation or to find out more about our services, please call 1st Financial Foundations today on 01908 523 420 or email info@1stff.co.uk to book your FREE consultation – we look forward to hearing from you.

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