Whilst everyone has a unique story, many of us share similar aims. One commonality is that achieving success requires a well thought out financial plan. Throughout your investment journey your dedicated adviser will assist you in setting short and long-term financial goals.
First Equitable can help you build or preserve wealth; generate income from your wealth; ensure maximum tax efficiency from your wealth, and thereafter ensure the smooth transition of wealth from one generation to another.
We can provide you with regular reviews of your investments and these will ensure accountability and provide important piece of mind that your savings and investments remain on track and continue to be aligned with your risk appetite and financial objectives.
Below are some of the types of savings and investments that we can assist with:
Cash ISAs and Stocks & Shares ISAs
General Investment Accounts (GIA)
Collective Investment Schemes
Open Ended Investment Companies
Onshore & Offshore investment Bonds
Discretionary Fund Management
Passive Investment Portfolios
AIM Investment Portfolios
EIS & VCT’s
To discuss your requirements or arrange a free initial consultation please give us a call; alternatively you can complete this short contact form and we will do the rest.