It’s crucial that our clients are happy with the service they receive from us and that our advice is helping them to achieve their financial goals.

To understand how our clients feel, we conducted a survey of them in March 2019. In-keeping with our core values of integrity and transparency we are delighted to reveal the results.

  • 100%
    of our clients said we understood their needs and objectives
  • 100%
    of our clients would recommend us to their family, friends and work colleagues
  • 100%
    of our clients believe working with us has helped / will help to achieve their financial goals

We asked our clients what the biggest benefit of working with us was. Here’s what they said:

“Access to your knowledge.”

“Peace of mind!”

“Independent financial advice balancing out my own investments and spreading the risk.”

“Easy to make contact and no hard sell.”

“Straightforward honest value for money advice.”

“Your knowledge.”

“Supplying advice to allow me to make use of the pension freedoms.”


Our advice will always be tailored to your unique situation. It’s, therefore, vital that we understand our clients. Our survey asked them to identify their three biggest financial concerns.

For people who have not yet retired, the top three concerns are:
  • 58%
    The level of investment returns
  • 52%
    Not having enough money to live my preferred lifestyle in retirement
  • 41%
    Not having enough money to retire at my preferred retirement age
For people who had already retired, the top three concerns are:
  • 85%
    The level of investment returns
  • 57%
    Not having enough money to continue living my preferred lifestyle in retirement
  • 57%
    The cost of care in old age
  • 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)