About First Equitable Global Wealth Management

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions.Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.
Chartered Financial Planners: First Equitable provides independent financial advice to a broad range of clients in a language you can easily understand. We strive to deliver a professional and highly personalised service that puts your needs first at every step of the way. We are committed to a transparent and competitively priced fee structure that provides genuine value. No minimum contract terms and never any exit fees. Our clients choose and remain with us for one reason only: We continue to meet and hopefully exceed expectations. We invite you for a discovery meeting at our cost; this will allow us to introduce our services in more detail and to explore ways in which we can help you fulfil your financial objectives.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • School fees planning

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