WE LISTEN. YOU PROSPER.  

How Can We Help?


Start by telling us a little bit about you and what we can do to help

Free Consultation


We then contact you to schedule a free consultation with an advisor

Research Solution


Following this we start researching suitable solutions for your needs

Suitability Report


Once complete we email you our findings in your Suitability Report

WHAT DO OUR CLIENTS SAY?

 

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.

OUR SERVICES

Wealth Preservation

In a world of change, the most successful of individuals understand the importance of good advice.

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Retirement Planning

Whether just starting out or about to retire, we can help ensure you are on the right path.

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Financial Review

Would you like us to review your savings and investments or your family protection?

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Bespoke Investments

Utilising a whole of market approach, we can select investments that are perfect for you.

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  • 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."
    Simon Richardson (Verwood)
  • 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.”
    Neil Beever (Sheffield)
  • First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient manner.”
    Jim Shackleton (South Yorkshire)
  • 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.”
    Mark Smith (Birmingham)
  • 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.”
    Mark Smith (Birmingham)
  • 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.”
    Michael Wragg (London Area)
  • 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.”
    A M Grant (San Miguel de Salinas)
  • 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."
    Andrew Potter (Wirral)
  • 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."
    Mark Joyce (Walsall)

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