“I met Sam after meeting with 2 other companies to provide me with financial advice within a complex area of financial expertise. After my initial discussion it was immediately clear I was dealing with a professional and credible adviser who was able to both inform and educate me on the key aspects of planning my future I needed to make meaningful decisions about my pension and savings investments. I had no hesitation in progressing with Sam and since that first meeting I have received nothing but a first class dependable and honest experience as a customer! Sam is a great guy & a complete credit to his profession and industry and look forward to working with him going forward and have no hesitation in recommending his service and personal approach to attention to detail!”
A M Grant
San Miguel de Salinas
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.”
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.”
Angus & Noreen Grant
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.”
“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.”
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 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!”
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.”
Client Survey Results
In keeping with our core values of transparency and integrity, we also believe in sharing these results openly to ensure they are thoroughly listened to and acted upon. As such, we are delighted to reveal the results of our most recent survey, carried out in September and October 2021.
of clients believe that working with us helped or will help them to achieve their financial goals
of clients would recommend us to their friends and family
of clients have recommended us in the last 12 months alone