Goals-based investing

Clear, concise, detailed and written down

Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals.

You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Unwritten goals are just wishes.

Evolution of ESG investing

Changing face of investor ethics and behaviours

The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report[1]. And while the trend is common across the generations, it’s Millennials who are leading the charge.

 

1stFF Partner with Wells on Wheels

Providing Water Wheels to Struggling Families in India

Our desire to make a positive contribution to communities has inspired us to partner with Wells on Wheels, a non-profit organisation that makes clean water more accessible to vulnerable women and children from impoverished backgrounds. As soon as we heard about this initiative we knew we wanted to be part of it.

Celebrating 20 Years In Business

1st Financial Foundations, Independent Financial Advisers Celebrates its 20th Anniversary in Milton Keynes

Located in Milton Keynes, Furzton Business Park. Yash Tosar our Founding Director had a vision to establish his own company after many years working in the industry as an Independent Financial Adviser. He started his career at Allied Dunbar over 30 years ago before joining partnership with the late Mike Miles and forming Accalon Associates. In the late 90’s Yash took over a franchise in Milton Keynes that was then known by The Millfield Partnership and in 2001 rebranded with a new team in place as 1st Financial Foundations.

Milton Keynes