Magazines & Guides
First Equitable SmartMoney Jan/Feb 2021 Edition
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First Equitable SmartMoney September/October 2020 Edition
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First Equitable SmartMoney July/August 2020 Edition
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First Equitable SmartMoney May/June 2020 Edition
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First Equitable Guide to Investment Insights
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First Equitable Coronavirus Guide
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First Equitable SmartMoney Jan/Feb 2020 Edition
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First Equitable SmartMoney September/October 2019 Edition
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First Equitable SmartMoney July/August 2019 Edition
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Guide to Creating The Life You Want
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Guide to Wealth Preservation 2019
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First Equitable SmartMoney March/April 2019 Edition
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Guide to Wealth Creation
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First Equitable SmartMoney Jan/Feb 2019 Edition
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Guide to Lasting Powers of Attorney
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Guide to Retirement Planning 2019
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Guide to Setting Investment Goals
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First Equitable SmartMoney Nov/Dec 2018 Edition
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Guide to Growing Your Wealth
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Guide to Later Life Care
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Guide to Shareholder & Partnership Protection
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First Equitable SmartMoney Sept/Oct 2018 Edition
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Guide to Asset Allocation
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First Equitable SmartMoney July/August 2018 Edition
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Guide to Protection Planning 2018
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Investment Methodology – Fund Research from RSMR
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Guide to Investing 2018
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Guide to Protecting Yourself From Scams
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First Equitable SmartMoney May/June 2018 Edition
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Guide to Inheritance Tax 2018
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Guide to New Tax Year Planning 2018/19
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Guide to Retirement Planning 2018
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First Equitable SmartMoney March/April 2018 Edition
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Guide to Income Protection
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Guide to Lifestyle Planning
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Guide to Stock Market Turbulence
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First Equitable SmartMoney Jan/Feb 2018 Edition
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Guide to Year End Tax Planning
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Guide to Stocks & Shares ISAs
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Guide to Self-invested Personal Pensions
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First Equitable SmartMoney Nov/Dec 2017 Edition
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Guide to Creating Wealth for Children
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Guide to Estate Preservation
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Guide to Pensions & Divorce
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First Equitable SmartMoney Sept/Oct 2017 Edition
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Guide to Family Succession Planning
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First Equitable Guide to Income Investing
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Guide to Protection Planning
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First Equitable SmartMoney July/August 2017 Edition
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Guide to Investing & Inflation
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First Equitable Guide to Investing
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Guide to Long-Term Care
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First Equitable SmartMoney May/June 2017 Edition
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Guide to Retirement Planning
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First Equitable Guide to Brexit
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Guide to the Lifetime ISA
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First Equitable SmartMoney Mar/Apr 2017 Edition
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Guide to the New IHT Rules 2017
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Guide to Estate Planning & Preservation
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Guide to Individual Savings Account 2017/18
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First Equitable SmartMoney Jan/Feb 2017 Edition
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New Year Wealth Planning Guide 2017
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Investment Outlook Guide Jan 2017
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2016/17 Year End Tax Planning
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The First Equitable Guide to Final Salary Pensions
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The 5 Step Guide to Successful Investing
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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."
Mark Joyce (Walsall)
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."
Andrew Potter (Wirral)
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.”
A M Grant (San Miguel de Salinas)
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.”
Michael Wragg (London Area)
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.”
Gail & Phil Peterson (Wokingham)
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.”
Mark Smith (Birmingham)
First Equitable (Sam Hulson) provided the service I required at a fair cost, in a speedy and efficient manner.”
Jim Shackleton (South Yorkshire)
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.”
Neil Beever (Sheffield)
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."
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