What makes us stand out from the crowd?

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.

A language you can understand

Using a plain English approach, we help you to cut through the jargon and gain a better understanding of your financial plan. We like to treat each client as an individual, not just a number. We take time to spend as long as it takes getting to know you, to understand your needs, your objectives and your aspirations.

Trust means everything

Our goal is to form a bond of trust between Client and Adviser, something we believe to be fundamentally important in creating a successful working alliance between ourselves, and our clients, for many years to come.

Your success is our success

We are 100% committed to aligning our clients’ success with our own. Our goal is to provide you with high quality financial advice at affordable prices. If we can achieve better results for you then that translates to happier clients for us.

Peace of mind and security

By taking the time to fully understand your unique situation, your financial goals and objectives, we make sure that we only ever recommend financial products that we know you will be 100% comfortable with.

Let our experience improve yours

We have many years of experience working with clients from all over the world, which ensures you reap the rewards of our expertise and also our acute awareness that your best interests are ours too.



  • 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)
  • 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)
  • 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)
  • 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)
  • 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.”
    Gail & Phil Peterson (Wokingham)
  • 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)
  • First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient manner.”
    Jim Shackleton (South Yorkshire)
  • 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)
  • 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)