At First Equitable we are able to provide you with a wide range of tax efficient investment solutions that will be sufficient for the majority of our clients requirements, however we recognise that there are occasions when a client may need the assistance of a local or international tax specialist in addition to our services.
To ensure that we can continue to offer our clients a holistic service for all their financial needs, we have built up a global network of tax partners that we are delighted to be able to recommend for our clients.
If you have a specific query relating to tax advisory or tax accounting services, for individuals or companies, please complete the contact form with details of your query and a member of our team will be in contact to discuss your needs.
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."