First Equitable
First Equitable offers financial solutions that focus on client needs. They emphasize integrity and transparency, aiming to establish long-term relationships with clients through straightforward advice.
- Wealth Management
- Protection Planning
- Savings & Investments
- Wills & Power of Attorney
- Pensions & Retirement Planning
- Probate & Estate Administration
Locations
Digital Popularity
Social Media
LinkedIn81 Followers
Competitors
Wilcocks & Wilcocks is an award-winning wealth management firm that provides comprehensive financial planning and investment management services.
Elliot Fletcher Ltd are a firm of forward-thinking Independent Financial Advisors passionate about constructing, preserving and increasing our clients’ wealth.
Astute Private Wealth offers a wide range of financial solutions, including personal and corporate investment advice, protection, and pension schemes.
Edward Asset Management is a financial services firm that provides expert advice on various financial planning aspects.
Company Details
First Equitable is operated by First Equitable (UK) Ltd and is a Active company incorporated on 10 December 2015 with the registered office located in London, Greater London. First Equitable (UK) Ltd was registered 9 years ago.
Status
Active
Size
Micro
Directors
1
Age
9 years old
Employees
5
Turnover
Unreported
Total Assets
£176.43K
Cash in Bank
Unreported
Total Liabilities
-£111.53K
Teams
3
2
1
Managing Partner • Joined Feb 2015
IFA Administrator • Joined Nov 2024
Chartered Financial Analyst & Paraplanning Support • Joined Jul 2023
IFA Administrator • Joined Nov 2024
Chartered Financial Analyst & Paraplanning Support • Joined Jul 2023
Managing Partner • Joined Feb 2015