Wealth preservation and ensuring a constructive transfer of wealth are to be considered a fundamental component of any successful wealth management plan. As your assets grow over the course of a lifetime, so can the need to consider products and services that will help protect wealth for future generations. This is often a complex area, with many aspects to be considered; ensuring you are receiving the most up to date and suitable advice is of paramount importance.
A good wealth preservation plan provides invaluable intelligence, however with so many different types of products or schemes available, it can often be a daunting task for clients to know where to begin. At First Equitable we recognise the value of advance planning and will work closely with you, enabling us to gain a thorough understanding of your short and long-term objectives, and utilising appropriate wealth preservation strategies to help you meet them.
Under the expert guidance of your dedicated Financial Adviser, we will help you to identify a clear vision and take advantage of solutions tailored to your own individual requirements. We will help you to safeguard your assets and protect your wealth for future generations.
Creating and establishing a wealth preservation plan, is of course only the first step. Due to the transient nature of our lives it is vitally important that any strategy that is implemented is then reviewed on a regular basis to ensure that it remains on course and aligned with your current goals and objectives.
As a client of First Equitable you will benefit from regular review consultations, giving you the confidence and peace of mind that your wealth preservation strategy is being continually developed and updated; keeping pace with any legislative changes, and ensuring it remains exactly as you intended it.
If you would like to learn more about or our highly innovative approach to estate/IHT planning then contact us today for further information.
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."