I met Sam after meeting with 2 other companies to provide me with financial advice within a complex area of financial expertise. After my initial discussion it was immediately clear I was dealing with a professional and credible adviser who was able to both inform and educate me on the key aspects of planning my future I needed to make meaningful decisions about my pension and savings investments. I had no hesitation in progressing with Sam and since that first meeting I have received nothing but a first class dependable and honest experience as a customer! Sam is a great guy & a complete credit to his profession and industry and look forward to working with him going forward and have no hesitation in recommending his service and personal approach to attention to detail!”
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.”
I was recommended Sam Hulson and First Equitable from a work colleague. I have now been with First Equitable for 18 months and have been given complete peace of mind knowing my investments are professionally looked after.
Sam is very understanding regarding my investment needs. He is extremely knowledgeable and well-versed in the requirements of pension transfers and the subsequent investment options. I have felt comfortable at all times dealing with Sam and at no time have I felt under pressure to proceed with any investment plan I am not totally in agreement with. I have felt well-informed through the transfer process and I am happy with the service I have received up to this point.”
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.
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.”
First Equitable provided me with straightforward value for money advice, dealing with the matter in hand and without overcomplicating the issues or trying to bring in other matters that I did not want to focus on at the time. Other advisers I had approached seemed incapable of focusing on what I was requesting and seemed determined to over complicate the matter. So, thank you First Equitable for being honest, straightforward and professional.”
“My experience has been very positive from First Equitable in guiding me through my pension transfer and setting up a suitable SIPP.”
“I cannot recommend Sam highly enough. I have transferred my Defined Benefit/Final Salary pension. I am now considering further advice and some portfolio management. The process was efficient, quick, with all necessary detailed analysis provided and explained with clarity and help. I was not impressed with the fees that I would be charged, through several independent wealth and financial advisers, who I have (now had) used for many years. They were all vastly more expensive, given the same required work, and even suggested a longer timeframe for the same due processes. I would recommend Sam for this process and more.”
Sam provided very knowledgeable advice on my pension transfer and SIPP set-up. Highly recommended.
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.”
Retirement can be a daunting prospect for most and is a time in life that most people only embark upon once in their lifetime. To have the professional support of First Equitable was invaluable and removed a great deal of anxiety. Without reservation, I would recommend Sam Hulson on behalf of First Equitable and would be prepared to repeat this view to a potential client who was considering his or her options.
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.”
Based on understanding my needs and transforming into a portfolio that can return the required levels needed to enable a comfortable retirement I would have no hesitation to recommend my advisor to friends and family.
First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient manner.”
Highly professional, fast response, with clear advice
Provided an excellent cost-effective service in an understanding manner.”
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.”
I have been with First Equitable for three years now and have been very impressed with the service I have received. I would have no hesitation whatsoever of recommending First Equitable to anybody looking for peace of mind regarding any financial matters.
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.
Very professional and knowledgeable team who understand the personal impact of investments on real life.
Sam Hulson of First Equitable managed the transfer of my final salary pension into a SIPP. After comparing a dozen or so companies, I chose First Equitable as they offered the closest thing to the “execution only” style of service I was looking for. Also they were less than a third of the cost of many of the others.
After a quick call to the FSA to check credentials, I proceeded with Sam and First Equitable with confidence. The advice was prompt and professional. I am a savvy customer but still learnt a great deal from Sam’s advice.
The fees were exactly as quoted in our first conversation and timescales were met with no panic. Sam will now be my first port of call for financial and wealth-management advice. All in all an excellent service.
I used Sam Hulson of First Equitable to provide financial advice to me regarding transferring my Defined Benefit pension to a SIPP.
I found Sam to be excellent to work with, from my initial contact with him through to executing the transfer. His advice was timely, very clear and balanced. I would recommend Sam and First Equitable.
Helped me rationalise my investments and understood my needs.
Excellent responsive team. I feel that I have a personal adviser even though I’m one of many clients.
Thank you very much for your help with this. Your administration has been unfailingly efficient, and your advice was thoughtful, intelligent, and helpful.
I was very grateful for your willingness to talk the issues through with me. Some other advisers seemed fazed by my initial enquiry, suggesting that the question was all very difficult and mysterious and couldn’t be pinned down.
Your firm treated it as a straightforward problem to be solved, asking a few specific questions to clarify my situation, and then quoting a fixed fee.
It was good to deal with someone who was clearly a principal and an expert, not a junior assistant, and who was also prepared to engage with me on the issues on equal terms. I wish your business every success for the future!
Very knowledgeable. Always ready to help. All questions answered very professionally – whether big or small.
I had been recommended First Equitable by several colleagues and after taking their advice I contacted FE. The explanation and understanding relevant to my own personal helped me decide to become a client and up to now I have no regrets at all.
Having transferred my final salary pension to First Equitable I have been very impressed not only with the investment returns but the regular communications and the portfolio balancing.
“Great communication and advise, which has provided me with peace of mind that my investments are working to achieve my retirement goals.
We are a retired couple who live in Spain although our funds were principally invested in UK. As Spanish Tax law differs significantly from UK legislation, we needed expert advice from a professional.
We were fortunate to find a Financial Advisor in First Equitable who was able to advise us -face to face – of the best disbursement of our money.
We remain very comfortable with the advice given and look forward to a long-term relationship.
Sam Hulson (First Equitable) assisted with the pension transfer. Charges were clear; the transfer progressed swiftly; and I was very happy with the advice he prepared. Recommended.
Good advice provided in a friendly manner, with no hard sell!
“The service from the guys at the Liverpool Office led by Sam Hulson is absolutely first class and I can’t thank them enough. Please pass this on to them.
We work all our lives and if lucky we arrive at retirement and all will be great. That goes for us all, but we cannot rely on luck and must be smart too.
Be smart and find a good and decent FA [Financial Adviser]. I have been with Sam for quite a few years now and unequivocally recommend his services.
Taking on a FA is daunting, but this was personally the best thing I did. Without talking to Sam to guide me through the minefields of finances, investments and plain concern for my money, I would not be in the secure position I am now.
I fully recommend Sam to be able to show how to make full use of hard earned money and to make it work for you in ways most would simply miss out on.
Sam Hulson of First Equitable provided excellent service when I approached him about moving my SIPP to a QROPS.
Sam painstakingly answered all of my questions relying on his own knowledge or referring back to the product providers. The process itself was quite complex and time consuming – Sam kept me informed promptly of developments throughout.
Overall, a very professional and fair value service – I would be pleased to recommend Sam to others considering QROPS.
A company that actually listens.
First Equitable provide a safe trustworthy comprehensive service at competitive rates with a personal, touch one on one, when required.
I honestly feel that I could not have bettered who I could have gone to as a financial company and their excellent advisers than First Equitable. Sam Hulson and his team are a delight to be involved with.