


1st Financial Foundations
Financial Services • Milton Keynes, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 11 Furzton Lake, Shirwell Crescent, Milton Keynes, Bucks MK4 1GA, GB |
| Phone number | +442086590111 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Mortgages, Property Investment, Independent Financial Advice, Inheritance Tax Planning, Financial Planning, Retirement, Savings, Protection, Pension Transfers, Lifetime Cashflow Planning, Tax & Trusts, Portfolio Planning, Wills |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Key Contact at 1st Financial Foundations
Bhaven Ondhia
Managing Director
1st Financial Foundations Email Formats
1st Financial Foundations uses 2 email formats. The most common is {first initial} (e.g., j@1stff.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@1stff.co.uk | 66.7% |
{first name} | john@1stff.co.uk | 33.3% |
About 1st Financial Foundations
We are a close-knit team of independent financial advisors, with a shared goal of helping our clients achieve financial confidence and freedom. Our history is rooted in the entrepreneurial beginnings of our founder, Yash. Thirty years ago, he started the business 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 work with and support business leaders because we believe our values and goals naturally align. As effective communicators, we listen to our clients and understand their goals. We do not believe in pushing products and prefer to understand our clients’ lifestyles, needs and goals to identify the areas they need support with before making any recommendations. We offer a comprehensive range of services to support our clients through different life stages and various needs. OUR SKILLS Wealth planning Retirement Pensions SIPPS & SASS Mortgages Protection Savings Investments Wills, Trusts & Inheritance Tax Planning Cashflow planning
1st Financial Foundations revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
1st Financial Foundations has 6 employees across 2 departments.
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Number of employees
Funding Data
1st Financial Foundations has never raised funding before.
1st Financial Foundations Tech Stack
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Frequently asked questions
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