As part of ensuring that our clients remain happy with the service we provide, and that we are working in the best possible way for them, we conduct periodic client surveys.

In keeping with our core values of transparency and integrity, we also believe in sharing these results openly to make sure they are thoroughly listened to and acted upon. As such, we are delighted to reveal the results of our most recent survey, carried out in September and October 2021.

  • 100%
    of clients believe that working with us has helped or will help them to achieve their financial goals
  • 97%
    of clients would recommend us to their friends and family
  • 89%
    of clients have recommended us in the last 12 months alone
  • 100%
    of clients felt reassured because of our communications during the pandemic.

We were also interested to see how satisfied our clients were with different areas of our performance. We’re very happy to say that:

  • 100%
    of clients were satisfied with the speed of response from their planner and support team
  • 100%
    of clients were satisfied that we understand their needs, goals and objectives.

We asked clients what the biggest benefit they get from working with us. Here’s what they said:

“(First Equitable) provide a safe pair of hands.”

“Financial care and a feeling that my investments are continually being monitored. Also, they’re a company who provides a personal touch.”

“Having a one-to-one relationship with the planner.”

“Financial security for my children if I die before my pensionable age.”

“Peace of mind knowing that my financial affairs are in safe hands. I also know through experience that I can contact them at any time and know that I'll get an almost instant response, even for the most trivial of problems.”

We also pride ourselves on tailoring our advice to your personal situation. As a result, we asked those who have not yet retired for their three biggest financial concerns:

  • 53%
    Not having enough money to retire at my preferred retirement age
  • 50%
    Not having enough money to live my preferred lifestyle in retirement
  • 50%
    My family’s financial security should anything happen to me.

Meanwhile, the three biggest concerns for those who have already retired are:

  • 54%
    Not having enough money to continue living my preferred lifestyle in retirement
  • 54%
    The amount of Inheritance Tax that will be payable on my death
  • 45%
    Giving my wealth to younger generations without affecting my lifestyle.
  • 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)
  • 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)
  • 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)