Financial Review

Whether you have a specific financial objective, or are simply looking for a comprehensive financial health check to ensure that your current arrangements remain appropriate, our free financial review service will provide you with the answers that you are looking for.

Simply complete our quick contact form and a Senior Partner will be in touch to discuss your specific requirements. Once we have the necessary information from you regarding your individual goals and personal circumstances, which includes understanding and establishing your attitude to risk and capacity for loss, we will then provide you with a comprehensive follow up report within 5 working days.

Your report is completely free of charge and comes with no obligation to proceed further. In your free financial review we can help you:-

  • Create a wealth management strategy that will give you complete peace of mind, secure in the knowledge that your capital is structured in the most appropriate way for your needs.
  • Generate both a stable and secure income stream from your assets regardless of current or longer term interest rates.
  • Protect your savings from the damaging effects of inflation in a low interest rate environment.
  • Ensure you have adequate protection planning in place to provide security for you and your loved ones in the event of death or critical illness.
  • Utilise legitimate tax saving, and tax compliant structures for your savings and investments and increase your real rate of return. Many people pay more tax then they need to on their savings or pension income – don’t make the same mistake.
  • Select the very best performing funds from the entire international market place.
  • Learn which assets you should be buying now and why. Ensure you are up to date with the latest market trends. Don’t get left behind with the majority until its too late.
  • Use cost effective solutions to reduce and even eliminate IHT. Ensure your loved ones receive your estate and not HMRC.
  • Learn the best way to save for your retirement in the most tax efficient manner.
  • Discover how you can use bank issued structured products, normally only marketed to professional and institutional investors, to add diversification and capital protection to your portfolio.
  • Understand your pension options. Should you be considering a SIPP, a QROPS or even a QNUPS? Don’t make the easy but expensive mistake of choosing an unsuitable option. Our experts will provide you with a full pension analysis explaining what you should do – and why.
  • And lots more…

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)