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.
The team today have over 100 years combined experience in the industry, the business has grown steadily and stayed stable through a recession and Covid 19. The company have stayed true to their core values of Integrity, Excellence and Service, building valued relationships with long term clients, lenders and various networking over the years.
Yash has always had the vision of building wealth for Clients. Providing safe and secure planning so they along with their families have a solid Financial Foundation, where they can live a life free from financial worry. In early 2021 Bhaven Ondhia and Tina Foster were appointed managing directors of the firm. Working alongside Yash for the last 7 years they share his vision of delivering a first class service in all areas of business whether this is to save money, invest, retire comfortably or protect wealth with good Inheritance Tax Planning.
1st Financial Foundations are proud to celebrate 20 years in business and enjoyed a fantastic day out at the Milton Keynes Daytona race track.
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