Our Story

About us

Our Story

Invest in your future

Our history is rooted in the entrepreneurial beginnings of our founder, Yash. The business was established in 2001 to provide advice, education and support to help people make sound financial decisions for improving their lives. This philosophy continues to guide our work today. We simplify financial planning and wealth management, ensuring our clients feel confident and comfortable in every decision they make.

We take pride in what we do

At 1st Financial Foundations, we are committed to providing you with the highest level of service and support. Our team of financial advisers is always available to answer your questions, provide guidance, and help you navigate any challenges that may arise. We are dedicated to helping you achieve financial success and security.
Meet the team

Our process

We pride ourselves on our personalised approach to financial planning. Our team of expert financial advisors takes the time to understand your unique circumstances, goals, and aspirations. By doing so, we can develop tailored strategies that align with your objectives and help you achieve financial success.

Phase 1

Our process begins with a thorough understanding of your current financial situation. We conduct an in-depth analysis of your assets, liabilities, income, and expenses to gain a comprehensive view of your financial health. This analysis forms the foundation of our personalised financial plan, designed to address your specific needs and goals.

Phase 2

We believe in a holistic approach to financial planning, considering all aspects of your financial life. This includes wealth management, retirement planning, tax optimisation, estate planning, and more. Our goal is to create a cohesive strategy that not only meets your immediate needs but also ensures long-term financial security.

Phase 3

Once we have developed your financial plan, we work closely with you to implement it. This includes selecting the right investment vehicles, setting up necessary accounts, and ensuring that all aspects of your plan are aligned with your goals. We provide ongoing support and review your plan regularly to ensure it remains on track and adapts to any changes in your circumstances or goals.