Bespoke investments

The investment process will always begin with us forming an understanding of your overall financial plan, with particular attention paid to your current and future needs, your requirement for income or growth (or a combination of both), and your risk profile and time horizon.

A member of our experienced team of Independent Financial Advisers will then use the information gathered to develop for you a personally tailored investment strategy, complete with an underlying asset selection that has been designed to meet your very own specific requirements.

We carefully select from only the very best investment managers and most established and reputable product providers to create a well-diversified portfolio of assets that match your financial objectives and risk profile. We don’t believe in a one size solution fits all, and offer a range of tailored investment propositions. This is followed up with first class aftercare in the form of our wealth management review service. Reviews will be carried out quarterly to annually depending on the nature of your investment plan.

Investments can cover a broad spectrum of asset classes, they may also differ depending on whether you are making a lump sum investment or wanting to make use of your disposable income to save regularly.

Some examples of investments that may be used are:

    • Collective Investment funds/ Unit trusts / Mutual funds
    • Capital protected and guaranteed funds
    • Bank issued structured products
    • Government and corporate bonds
    • PIBS (Permanent Interest Bearing Shares issued by building societies)
    • Equities
    • Alternative Investments
    • Fixed rate deposit accounts

Please note that all investments involve risk, and there is no guarantee that any investment strategies will achieve the desired results under all market conditions. Each investor will therefore need to ensure they understand their individual risk profile and capacity for loss before purchasing any investments or entering into any contracts.

Do you have a lump sum to invest? Do you have disposable income you want to utilise more effectively? Contact us and learn how you can benefit today.

Free Consultation

  • 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)
  • 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)
  • 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)