Family-run First Financial pays tribute to ‘dedicated team’
A leading London financial services firm has today paid tribute to its ‘dedicated team and loyal clients’ as it celebrates its 25th anniversary.
Founded in 1997 by father and son duo, Michael and James Caplan, First Financial specialises in securing mortgages and related protection on behalf of a wide range of clients, including non-traditional borrowers such as media and sports professionals, the self-employed and business owners.
Taking on its first employee in 1998, the Harrow-based company has since grown exponentially – now boasting a team of 21 which consists of four directors, seven experienced advisers, an operations and a compliance manager, and a number of business support and administrative staff.
In 2016 the company acquired its current Stanmore Hill offices premises, and in 2019 the First Financial Apprenticeship scheme was launched.
Having represented more than 40,000 clients over the years, the business holds itself accountable to four core values – including delivering quality, trustworthy advice, while demonstrating a passion for all that they do, and respect for colleagues and clients alike.
Although the uncertainties and challenges presented by Coronavirus have forced the team to postpone plans for an official party with colleagues and clients until next year, the business has pushed ahead with the launch of a dedicated digital campaign including a series of videos that showcase their success, top tips, client stories, and continued growth over the past 25 years.
Commenting on the momentous milestone in the company’s history, James Caplan said: “It’s a fantastic achievement to be standing here today with 25 years under our belt.
“Our continued success over the years reflects the expertise of our team, and their commitment to providing honest, impartial advice to our clients.
“What makes our journey so special is that we are incredibly privileged to still be working with many of our original clients, and in some cases, we are also now helping their children, and even their grandchildren, with their property funding and protection needs
“The last year has been incredibly challenging for everyone, but we remain in a very strong position and I am very much looking forward to what the next 25 years has in store for our team.”