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Our Core Values

Integrity

We are honest and accountable for the service we provide, we only make recommendations that are suitable and put the clients interests first.

Service

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.

Excellence

Our knowledge and professional competence is a commitment to continued learning to ensure our skills and expertise provide the best quality service to our clients.

1st Financial Foundations provide an expert, flexible approach to managing your wealth. We work with you to understand your requirements, and we bring these together with retirement, investment, protection and personal long-term financial solutions to enable you to achieve your life goals.

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 utilised ourselves. And, because we are independent, our advice and guidance is based on what we believe will generate the greatest wealth for our clients' circumstances, NOT what products we have to sell.

If you’ve ever felt worried or out of your depth when sorting out your money, you’re not alone.

Our advisers can help you to:

  • Manage your investments
  • Protect your family and assets
  • Minimise your tax liabilities
  • Prepare for your retirement
  • Protect your estate from tax
  • Establish and manage trusts

To review your situation and assess if you’re on track to achieving your short, medium and long-term goals.

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