Sam Hulson of First Equitable managed the transfer of my final salary pension into a SIPP. After comparing a dozen or so companies, I chose First Equitable as they offered the closest thing to the “execution only” style of service I was looking for. Also they were less than a third of the cost of many of the others.
After a quick call to the FSA to check credentials, I proceeded with Sam and First Equitable with confidence. The advice was prompt and professional. I am a savvy customer but still learnt a great deal from Sam’s advice.
The fees were exactly as quoted in our first conversation and timescales were met with no panic. Sam will now be my first port of call for financial and wealth-management advice. All in all an excellent service.
I used Sam Hulson of First Equitable to provide financial advice to me regarding transferring my Defined Benefit pension to a SIPP.
I found Sam to be excellent to work with, from my initial contact with him through to executing the transfer. His advice was timely, very clear and balanced. I would recommend Sam and First Equitable.
Thank you very much for your help with this. Your administration has been unfailingly efficient, and your advice was thoughtful, intelligent, and helpful.
I was very grateful for your willingness to talk the issues through with me. Some other advisers seemed fazed by my initial enquiry, suggesting that the question was all very difficult and mysterious and couldn’t be pinned down.
Your firm treated it as a straightforward problem to be solved, asking a few specific questions to clarify my situation, and then quoting a fixed fee.
It was good to deal with someone who was clearly a principal and an expert, not a junior assistant, and who was also prepared to engage with me on the issues on equal terms. I wish your business every success for the future!
We are a retired couple who live in Spain although our funds were principally invested in UK. As Spanish Tax law differs significantly from UK legislation, we needed expert advice from a professional.
We were fortunate to find a Financial Advisor in First Equitable who was able to advise us -face to face – of the best disbursement of our money.
We remain very comfortable with the advice given and look forward to a long-term relationship.
Sam Hulson (First Equitable) assisted with the pension transfer. Charges were clear; the transfer progressed swiftly; and I was very happy with the advice he prepared. Recommended.
We work all our lives and if lucky we arrive at retirement and all will be great. That goes for us all, but we cannot rely on luck and must be smart too.
Be smart and find a good and decent FA [Financial Adviser]. I have been with Sam for quite a few years now and unequivocally recommend his services.
Taking on a FA is daunting, but this was personally the best thing I did. Without talking to Sam to guide me through the minefields of finances, investments and plain concern for my money, I would not be in the secure position I am now.
I fully recommend Sam to be able to show how to make full use of hard earned money and to make it work for you in ways most would simply miss out on.
Sam Hulson of First Equitable provided excellent service when I approached him about moving my SIPP to a QROPS.
Sam painstakingly answered all of my questions relying on his own knowledge or referring back to the product providers. The process itself was quite complex and time consuming – Sam kept me informed promptly of developments throughout.
Overall, a very professional and fair value service – I would be pleased to recommend Sam to others considering QROPS.