First Equitable are a fully independent financial advisory company, specialising in tax efficient global wealth management solutions. We utilise a ‘whole of market’ approach at all times, and strive to provide our clients with the very best financial products and services that are available in the international marketplace.

We work with leading specialists in the related fields of wealth management and tax advice, as well as trust formation experts for estate planning and pension services, which include SIPPS, QROPS and QNUPS.

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  • 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)
  • 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)
  • 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)