Savings & Investments

Whether you are an experienced investor or someone completely new to the world of financial planning and investments, we can help. First Equitable provides an intelligent and safe pair of hands that will assess your needs and objectives, and work with you to create an investment portfolio that will deliver returns in line with your agreed risk appetite and capacity for loss. We can provide advice on a single or one-off issue, or work with you to create a comprehensive plan that encompasses all your investment and financial planning needs.

Whilst everyone has a unique story, many of us share similar aims. One commonality is that achieving success requires a well thought out financial plan. Throughout your investment journey your dedicated adviser will assist you in setting short and long-term financial goals.

First Equitable can help you build or preserve wealth; generate income from your wealth; ensure maximum tax efficiency from your wealth, and thereafter ensure the smooth transition of wealth from one generation to another.

We can provide you with regular reviews of your investments and these will ensure accountability and provide important piece of mind that your savings and investments remain on track and continue to be aligned with your risk appetite and financial objectives.

Below are some of the types of savings and investments that we can assist with:

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Cash ISAs and Stocks & Shares ISAs

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Structured Deposits

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General Investment Accounts (GIA)

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Collective Investment Schemes

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Open Ended Investment Companies

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Unit Trusts

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Investment Trusts

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ETFs

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Onshore & Offshore investment Bonds

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Discretionary Fund Management

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Passive Investment Portfolios

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AIM Investment Portfolios

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EIS & VCT’s

To discuss your requirements or arrange a free initial consultation please give us a call; alternatively you can complete this short contact form and we will do the rest.

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Take control of your financial future

Contact First Equitable today and take control of your financial future; together we will chart your journey towards achieving your goals and objectives.