At First Equitable we are committed to providing you with financial solutions that put your needs first at every step of the way.
We believe that integrity and transparency are absolutely key to successfully nurturing and developing long-term relationships with our clients, and it is from these core values that our business has been founded.Read more ...
We are completely committed to aligning our clients’ success to our own by providing a financial solution which puts your needs first every step of the way. The results of a recent client survey showed that our clients are delighted with the service they receive from us.
In a world of change, the most successful of individuals understand the importance of good advice.
Whether just starting out or about to retire, we can help ensure you are on the right path.
Would you like us to review your savings and investments or your family protection?
Utilising a whole of market approach, we can select investments that are perfect for you.
I very much appreciate your professional approach and the way you have presented your investment analysis. I would not hesitate to contact you again, in the event that I require additional services in the future."
My dealings with First Equitable have been limited to financial advice on my Defined Benefit pension scheme. The advice was given in a very professional way and was cost-effective.”
First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient manner.”
Based on my experience so far, it has been a pleasure to do business with yourselves. Communications and paperwork have been executed as per the stated schedule.”
We have been very pleased with the service that you have provided - professional, efficient & friendly from start to finish. Please pass on our thanks to Robert as well. We will certainly call on you first if we need help in the future.”
Sam has helped guide me through the complexities of transferring my Final Salary pension scheme and has provided excellent ongoing support to help me make the right decisions with the backdrop of a volatile market and uncertain outlook.”
Our adviser, Sam Hulson, is always available when we need to talk – hopefully infrequently. We regard him as a friend as much as a financial adviser.”
The only Independent Financial Adviser I could find to provide assistance with my Final Salary pension transfer, at a competitive rate and without feeling I was being taking advantage of."
Having been dealing with First Equitable for almost two years, I can only recommend their services. Very professional, knowledgeable and courteous. When they say they will call or be in touch, that’s exactly what happens; without fail and on time. I have never had to do any chasing."