Financial protection planning is often the unfashionable aspect of a financial plan, as it involves ensuring you and your loved ones are adequately protected for something that you sincerely hope will never happen. However, whilst we might not want to think about it, planning ahead against the unexpected can ensure your family don’t have the additional burden of financial hardship in the event life does throw an unwelcome surprise; the truth is that bad news can impact on any of us at anytime, often when we are least expecting it.
We view each client as a unique individual and take the time required to gain a thorough understanding of your situation and to create a tailored protection strategy that will meet your goals and needs.
As a truly Independent Financial Adviser, you can be assured that First Equitable will research the whole of market to find the very best and most competitive protection policies as part of your own financial plan.
Our protection planning services include:
If you would like to discuss our range of protection services and how First Equitable can help you prepare for the unexpected, please contact us today for further information.
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."
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.”
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.”
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.”
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.”
First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient 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 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."