There’s a reason we have a reputation as problem solvers
Collectively, our team of advisers has over 100 years of experience in finding the right mortgage rates, sourcing the best protection, and guiding clients through equity release.
That’s something we’re exceptionally proud of.
Why work with First Financial?
Proudly unbiased
As a leading broker, we guarantee that you will receive accurate, unbiased, whole-of-market advice which is tailored to your exact needs and circumstances.
Personal service
We work tirelessly to ensure that your experience is as streamlined as possible. As a client of First Financial, you will work with an expert adviser and a dedicated support team who know your case inside out. Whenever you need them, they’ll be there.
Less stress
We guarantee that you will save time, money, and stress by trusting us and letting us do the legwork. We’re not transactional – you can count on us now and in the future.
Challenge accepted
We specialise in complex cases. Our expert knowledge and book of contacts, built up over three decades, allows us to craft unique solutions for your needs.
Contractors, locum workers, entrepreneurs, professional sportspeople – we’ve helped them all.
Meet the team
We could not be prouder of the team of experts we have assembled. Each person is fully committed to embodying our core values, and continually goes above and beyond for their clients.
Our Core Values: Passionate, Quality, Trustworthy, Respect.
These are our four core values which permeate everything that we do. They guide our team, our decisions, and the support we provide, and you’ll find them present in every step of your journey with us.
Passionate
Committed to delivering our clients’ vision, helping them and our team make the most of life’s opportunities.
Quality
Focused on getting the very best for our clients and being the best at what we do, as individuals and as a business.
Trustworthy
Taking great care in our responsibility to help secure our clients’ homes and financial future.
Respectful
Always being a supportive and positive influence – for our clients, our partners and each other.
Our legacy
First Financial was founded in 1997 by father-son team Michael and James Caplan. Having both worked in the world of financial advice they realised that nobody was doing business the way that they wanted to do it – principled, with the client at the centre of everything.
The solution? First Financial.
From our first rickety office in Highgate with uneven floorboards and a booby-trapped filing cabinet to our current slick, bustling office in Stanmore, that core ethos of doing the right thing by our clients has never, ever wavered.
First Financial in the community
We recognise the importance of giving back to our community and take great pleasure in doing so. Our Core Values reflect this and we are always looking at ways in which we can support local charities and organisations in their goals to help those in need or in less fortunate circumstances.
In past years we have supported Little Village, a small charity which helps vulnerable families across London afford essential items for their children under five. Our team all volunteered to spend time helping out at their charity headquarters, gaining an understanding of just how valuable that help can be and what a difference it makes.
Our charity partners for the coming year will be announced shortly.
Like what you see? Want to be a part of it?
Visit our careers page to learn more about our current vacancies and what we’re looking for in a First Financial team member.