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:-
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."