– Director and Pension Specialist
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. He stresses the importance of personalising services to meet clients’ financial needs and goals.
Yash is actively involved in various charities including The Kanakpur Foundation, Lions Club, The Dr. Mehjabine Shafi Cancer Foundation, through his philanthropic efforts he has helped these worthwhile causes reach their financial targets.
Yash is great networker and member of the BNI Diamond Chapter Milton Keynes and attends regular golf networking events.
Yash enjoys travelling, is a keen golfer, skiing enthusiast and cyclist. He completed the London to Paris bike ride in 2015, raising funds for Bloodwise to help beat blood cancer. Recently he has achieved his goal to learn to ride a motorbike, now he intends to conquer scuba diving and sailing.
- Business Development Manager and Insurance / Protection Specialist
Bhaven is a qualified Mortgage Adviser and specialises in Insurance and Protection. With a background in sales and management, he continues to develop the business with new and existing clients. He manages the team and is actively recruiting new members of the team.
Now in his second year at BNI Rendezvous London, Bhaven is a great networker and enjoys supporting various charitable functions.
When not in the office, you will find Bhaven on the local London Stanmore golf course (he practically lives on it) or at a football match. His other passions include theatre, cinema and organising events for friends and family.
- Independent Financial Adviser
Raj is a very experienced independent financial adviser. He specialises in mortgages, life insurance and pre- and post-retirement planning. Ask Raj any question and you will not be disappointed with his thought provoking answer.
Raj enjoys golf, coaching tennis and entertaining his grandchildren.
- Independent Financial Adviser
Andre has over 28 years' experience in the financial services industry working as a financial adviser. He specialises in Pensions, Investments, Protection and the Mortgage market.
His interests include football, martial arts and travelling.
- Independent Financial Adviser and Expert Mortgage Adviser
Dylan is a qualified Independent Financial Adviser and has a degree in accounting and finance. He specialises in mortgages and protection and works with property investors and portfolio landlords. He is a committed team player helping clients and customers meet their goals.
Dylan’s interests are skiing and golf. He is also a die-hard Arsenal football fan and can regularly be found working out at the local gym.
- Independent Mortgage Adviser and Protection Specialist
Ajeet is a mortgages and protection specialist. Previously worked in various commercial roles within major FMCG companies, developing business acumen along with crucial experience in client development management.
Ajeet's interests are in football, boxing, tennis, cricket and golf. He is a huge Chelsea fan and try to watch them as often as possible.
- Office Manager
Jackie has 20 years’ experience in the financial services industry. Prior to working in financial services, she worked in accounting in a supportive role. Jackie helps the team in a facilitative role with investment advisers and is also qualified to help with the planning of Wills.
Jackie loves the outdoors, walking her dogs Mack and Mabel. She has spent many years as a ‘Dance Mom’ when her daughter was competing in dance competitions.
- Marketing and PA
Tina coordinates our social media, PR and marketing. She is also the Directors personal assistant, maintaining customer care relations and the running of the office.
Tina has two young children, enjoys reading, travelling, yoga and visiting art exhibitions. She spends her spare time with friends and family and having a well earned glass of gin and tonic!
- Accounts and Commissions
Nitta brings a wealth of experience from her various job roles in accounts previously working for Barclays and Cable & Wireless. She also provides direct support for the team.
Nitta has a passion for yoga, ayurveda, aromatherapy, natural therapies and walking outdoors connecting with nature. She loves to travel and regularly attends ayurvedic and yoga retreats.
- Senior Support and Assistant
Shushma has been with 1st FF since 2007. From Dec 2017 she has taken up the role of senior support and Assistant to 2 of our Advisors.
Shushma is a busy working mum of four children. She likes to socialise whenever possible to catch up with family and friends, spending time either going to movies or wining and dining out! Should the opportunity rise, she would like to travel and see more of the world.
- Reception / Adviser Support
Kim is likely to be the first person that clients speak with when calling the office. She plays an important role in the daily operations of 1st Financial Foundations and ensures that client matters are directed to the appropriate parties, as well as providing support to the advisers.
Kim has a background in customer service, she studied in I.T and has an interest in graphic design. She is an animal lover and the proud owner of 3 dogs and a cat. Kim enjoys taking the dogs on long walks and also enjoys a good pie, chips and gravy with her friends.