ask us a question

About

First Financial is a firm of financial advisers based in London, providing fully independent advice to both individuals and companies on all aspects of financial services.

We are renowned for our client service excellence and we embrace a simple ethos, 'being the best at what we do'. This is achieved by providing intelligent and tailored solutions to all your financial requirements by addressing your immediate and long-term goals & ambitions.

We provide expertise across the full spectrum of financial planning, mortgages, tax planning and investments, giving you absolute confidence in the quality of our advice.

With more and more companies offering financial services and investments, we fully understand how difficult and frustrating it can be to gather relevant information, enabling you to make well-informed financial decisions. Whether it’s, finding the best mortgage, selecting an investment plan or even organising a private pension scheme, hundreds of clients have entrusted us with these and other important financial decisions.

We would welcome the opportunity to meet with you on a non-obligation basis to discuss your individual requirements. Simply contact us via phone or e-mail. We look forward to meeting with you.

'To provide the highest level of personal financial advice in a friendly, professional manner, ensuring our clients (& their families) achieve their financial and life goals through the provision of tailored, quality financial products'.

We achieve this by:

  • Providing independent investment advice and not being influenced by commission based products
  • Retaining the confidence and trust of our clients through our commitment to honesty & integrity
  • Consistently demonstrating our dedication to professionalism and excellence in everything we do
  • Offering clients the finest service available in the financial services industry
Michael Caplan

Michael Caplan Show Info

Michael began his financial services career in 1990 at Lincoln Financial Group (previous known as Laurentian Life), establishing himself as one of the company's leading business writers. In 1997 he formed First Financial Consultants.

Michael holds a Financial Planning Certificate, Mortgage Advice Qualification (MAQ) and is also qualified to advise on Equity Release products. Michael takes a holistic view of financial planning, specialising in providing his clients with mortgage, insurance, investment and pension advice.

Robert Caplan

Robert Caplan Show Info

Having graduated from the University of Leeds, Robert joined Chase de Vere in 2002 working in the company’s Client Service department based at their head office in Bath. He quickly gained his Financial Planning Certificate and became one of their leading phone-based advisers.

After 12 months, he transferred to the London office where he worked as a Paraplanner (to Anthony Villis). Whilst in this role, he passed the G10 & SV1 exams and was instrumental in growing the net-worth of Anthony’s extensive client base.

In September 2004 he joined First Financial and has been highly successful in developing the company’s assets under management tenfold, from £4m to £45m. Robert specialises in investments, pensions and tax planning solutions.

Simon Ryder

Simon Ryder Show Info

Simon started his career in financial services as a mortgage broker in 2005, joining the team at First Financial in April 2006. He specialises in new-build mortgages and has an exceptional knowledge of commercial funding lines. Simon has been a key player in arranging finance for residential and commercial developments as well as business acquisitions.

Importantly, Simon has extensive experience in dealing with offshore and non-domicile clients purchasing property in the UK and around the world. This has seen significant growth in recent years and it requires specific knowledge and application.

In 2009, Simon was made a Director of First Financial Intermediaries.

Lee Vainella

Lee Vainella Show Info

Lee started in the property industry in 2004 as an estate agent where he dealt with property sales in some of North London’s most prestigious postcodes. He moved into Mortgage Advising and since having completed his CeMAP qualifications, he has acquired a strong knowledge of residential, buy-to-let and new-build mortgages.

Lee joined First Financial in September 2009.

James Caplan

James Caplan Show Info

James started in financial services in 1996 and gained his Financial Planning Certificate whilst working for Lincoln Financial Group. He quickly established himself as a successful business writer and in early 1998 joined, his father, Michael, at First Financial.

James specialises in residential & commercial finance as well as life & critical illness insurance and has been responsible for building the company’s professional introducers, which includes leading local estate agents and national house builders. James is also qualified to provide advice on Equity Release products.

Anthony Villis

Anthony Villis Show Info

Anthony graduated with an Economics degree from the University of Bath and joined Chase de Vere in 1996, where he spent a total of nine years. Anthony benefited from a corporate buyout to the Bank of Ireland, providing enough funds to allow him to fulfil a lifetime ambition of travelling the world.

On his return to the UK, he joined Target Financial Management responsible for running their London operation, helping to develop assets in excess of £50m within two years.

Anthony is a Certified Financial Planner and holds the Advanced Financial Planning Certificate. He is a strong advocate of financial planning and specialises in complex circumstances, commonly associated with high level earners.

Zoe Carter

Zoë Carter Show Info

Zoë is qualified to Financial Planning Certificate level and has worked with Robert Caplan as Paraplanner for four years. Zoë gained vast experience working for eight years with two of the largest UK Life & Pensions providers, Aviva and Friends Provident.

Scott Bloom

Scott Bloom Show Info

Scott started in the financial services industry in 2006 and has worked his way up to a mortgage and life executive in that time. With an extensive knowledge of mortgage lending criteria and protection products he has become an integral member of our team.

We usually arrange a face-to-face meeting (at a convenient time and location) at which we have a broad discussion about your financial concerns and personal/corporate aspirations. We also review your current financial product portfolio.

Following the initial meeting, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will present this in a follow-up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in striving to reach your objectives.

We offer a flexible fee structure. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.

IFA North London - IFA West End London - IFA Greater London - IFA London - Financial Advisors North London - Financial Advisors West End London - Financial Advisors Greater London - Financial Advisors London - Independant Financial Advisors Stanmore - Independant Financial Advisors West End. Independant Financial Advisors North London - Independant Financial Advisors West End London - Independant Financial Advisors Greater London - Independant Financial Advisors London - Mortgage Advisors Stanmore - Mortgage Advisors West End - Mortgage Advisors North London - Mortgage Advisors West End London - Mortgage Advisors Greater London - Mortgage Advisors London - Wealth Management Stanmore - Wealth Management West End - Wealth Management North London - Wealth Management West End London - Wealth Management Greater London - Wealth Management London - Investment Advice Stanmore - Investment Advice West End - Investment Advice North London - Investment Advice West End London - Investment Advice Greater London - Investment Advice London - Pensions Stanmore - Pensions West End - Pensions North London - Pensions West End London - Pensions Greater London - Pensions London - Pension Advice Stanmore - Pension Advice West End - Pension Advice North London - Pension Advice West End London - Pension Advice Greater London - Pension Advice London - Financial Planning Stanmore - Financial Planning West End - Financial Planning North London - Financial Planning West End London - Financial Planning Greater London - Financial Planning London - Investment Management Stanmore - Investment Management West End - Investment Management North London - Investment Management West End London - Investment Management North London - Investment Management West End London - Investment Management Greater London - Investment Management London - IFA Stanmore - IFA West End, IFAs Stanmore - IFAs West End - IFAs North London - IFAs West End London - IFAs Greater London - IFAs London - Financial Advisors Stanmore - Financial Advisors West EndFinancial Advisor Stanmore - Financial Advisor West End - Financial Advisor North London - Financial Advisor West End London - Financial Advisor Greater London - Financial Advisor London - Options & Retirement Stanmore - Options & Retirement West End - Options & Retirement North London - Options & Retirement West End London - Options & Retirement Greater London - Options & Retirement London -
Site Optimised by Top Page Marketing Ltd
eXTReMe Tracker