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.
Investing in a wide range of different tax-efficient investments
Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’ that can be used to help save you tax.
Identifying your investment objectives is a lifelong process
A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it.
Financial wellbeing ultimately comes from achieving financial security and independence. When you’ve reached a state of financial wellbeing, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind and the knowledge that whatever happens you, your family and business are fully protected.