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First Equitable provides bespoke independent financial advice for clients with higher expectations. We specialise in lump sum investments and all aspects of retirement planning, including SIPPS and QROPS.

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Home - First-EquitableFirst-Equitable | first-equitable.co.uk Reviews

https://first-equitable.co.uk

First Equitable provides bespoke independent financial advice for clients with higher expectations. We specialise in lump sum investments and all aspects of retirement planning, including SIPPS and QROPS.

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1

QROPS for UK Residents - Do you have a large pension fund?First-Equitable

http://www.first-equitable.co.uk/qrops

Final Salary Pension Transfer Advice. Wealth Management Magazines & Guides. Guide To Final Salary Pension Transfers. First Equitable Guide to Investing. Are you planning on retiring abroad? Is your pension fund close to breaching the Lifetime Allowance (LTA)? From where did QROPS originate? The history of QROPS dates back to 6th April 2006, when following the 2004 UK Finance Act. The falling Lifetime Allowance. Since its introduction on 6th April 2006 the Lifetime Allowance has governed the overall limit...

2

Our Charges - First-EquitableFirst-Equitable

http://www.first-equitable.co.uk/our-charges

Final Salary Pension Transfer Advice. Wealth Management Magazines & Guides. Guide To Final Salary Pension Transfers. First Equitable Guide to Investing. For any aspect of our financial planning services that you require, all charges and fees will be fully disclosed to you before any work commences. If you would like to receive full details of the fees charged by First Equitable, please download a copy of our Cost and Initial Disclosure Document below. Alternatively, if you would like to discuss your ...

3

Final Salary Pension Transfer - Need an FCA Pension Transfer Specialist?First-Equitable

http://www.first-equitable.co.uk/final-salary-pension-transfer-advice

Final Salary Pension Transfer Advice. The Essential Guide To Investing. Guide To Final Salary Pension Transfers. Final Salary Pension Transfer Advice. Do you require final salary pension transfer advice? Final salary pension transfers explained. The level of pension that you had built up in the scheme before you left. Any discretionary benefits that you are entitled to within the scheme. How far away from the scheme’s retirement age you are. The discount rate; this involves estimating the future returns ...

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The Five Step Guide To Successful Investing - First EquitableFirst Equitable

http://www.first-equitable.com/the-five-step-guide-to-successful-investing

The Five Step Guide To Successful Investing. The Five Step Guide To Successful Investing. DOWNLOAD YOUR FREE INVESTMENT GUIDE. Discover the five step process that you can follow to help ensure your investments are a success. Please complete your details below to download your file. CHECK YOUR INBOX FOR THE LINK TO YOUR FREE EBOOK. Tel: 44 (0) 203 239 3593. Why have final salary transfer values increased? September 23, 2016. Should I transfer my defined benefit (final salary) pension scheme? July 19, 2016.

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Bespoke Investments - First EquitableFirst Equitable

http://www.first-equitable.com/wealth-management

The Five Step Guide To Successful Investing. The investment process will always begin with us forming an understanding of your overall financial plan, with particular attention paid to your current and future needs, your requirement for income or growth (or a combination of both), and your risk profile and time horizon. Some examples of investments that may be used are:. Collective Investment funds/ Unit trusts / Mutual funds. Capital protected and guaranteed funds. Bank issued structured products. Do yo...

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Case Studies - First EquitableFirst Equitable

http://www.first-equitable.com/case-studies

The Five Step Guide To Successful Investing. Retired Couple Investing Savings For a Higher Income. Mr and Mrs Bevan are retired British expats living in Antibes, Southern France:. If you have a minimum sum of 50,000 (or currency equivalent) and would like to generate a higher income we would be delighted to assist you. Just fill in the contact form and an Adviser will contact you to discuss your requirements. Spanish IT Contractor Working Overseas Requires Portable Retirement Savings Plan. July 19, 2016.

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News Archives - First EquitableFirst Equitable

http://www.first-equitable.com/category/news

The Five Step Guide To Successful Investing. News Archives - First Equitable. Defined contribution pension scheme. Expat returning to the UK. Final salary pension scheme. Moving pensions back to the UK. Why have final salary transfer values increased? September 23, 2016. Whilst the long-term economic effects of the Brexit vote remain far from certain, the impact on gilt yields was far more dramatic, with yields dropping below […]. Should I transfer my defined benefit (final salary) pension scheme?

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Services - First EquitableFirst Equitable

http://www.first-equitable.com/services

The Five Step Guide To Successful Investing. Tel: 44 (0) 203 239 3593. Why have final salary transfer values increased? September 23, 2016. Should I transfer my defined benefit (final salary) pension scheme? July 19, 2016. Calle San Vicente Mártir 85, 8th Floor. 46007, Valencia,. Tel: 34 960 130 811. Tel: 44 20 3239 3593.

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University Fees Planning - First EquitableFirst Equitable

http://www.first-equitable.com/university-fees-planning

The Five Step Guide To Successful Investing. One of the most valuable investments into a child’s future is a university education. Statistically, well educated people increase their earnings potential dramatically and over the course of their working life an educated employee can expect to earn considerably more than their less educated peers. Travel (potentially international flights). Study materials , books etc. General living expenses such as food, drink and mobile phones. There are steps that you ca...

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Careers - First EquitableFirst Equitable

http://www.first-equitable.com/careers

The Five Step Guide To Successful Investing. As a leading Global Wealth Management company we are always looking to add quality individuals to our growing team. Whether you’re an experienced and successful Financial Adviser or just starting your career and looking for an entry into financial services, we welcome the opportunity to talk with ambitious, ethical and committed individuals. Client Relationship Managers – Valencia / Madrid / Barcelona. The ideal candidate will be a highly motivated individual ...

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Partners - First EquitableFirst Equitable

http://www.first-equitable.com/ewb-partners

The Five Step Guide To Successful Investing. First Equitable are a fully independent financial advisory company, specialising in tax efficient global wealth management solutions. We utilise a ‘whole of market’ approach at all times, and strive to provide our clients with the very best financial products and services that are available in the international marketplace. Tel: 44 (0) 203 239 3593. Why have final salary transfer values increased? September 23, 2016. July 19, 2016. 46007, Valencia,.

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Income Portfolios - First EquitableFirst Equitable

http://www.first-equitable.com/income-portfolios

The Five Step Guide To Successful Investing. Do you have a minimum sum of at least 50,000 (or currency equivalent) available for investment? Would you like to generate a regular income stream from your money to support your needs? Do you have an investment time horizon of 5 years or longer? If you have answered yes to any of the above, we would love to hear from you as creating income generating portfolios is an area we particularly specialise in. If you have a minimum sum of 50,000 (or currency equivale...

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First Equitable Guide to Taxes in Spain - First EquitableFirst Equitable

http://www.first-equitable.com/first-equitable-guide-to-taxes-in-spain-2

The Five Step Guide To Successful Investing. First Equitable Guide to Taxes in Spain. DOWNLOAD YOUR FREE SPAIN TAX GUIDE. Living abroad need not be stressful if you have the correct advice from the start. Please complete your details below to download your file. CHECK YOUR INBOX FOR THE LINK TO YOUR FREE EBOOK. Tel: 44 (0) 203 239 3593. Why have final salary transfer values increased? September 23, 2016. Should I transfer my defined benefit (final salary) pension scheme? July 19, 2016. 46007, Valencia,.

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Health, Safety and Environment. Code of Business Conduct. OML 71 and 72. OML 83 and 85. FIRST E&P recognizes the potential impact of our activities on our host communities. FIRST E&P’s footprints in the media. FIRST Exploration and Petroleum Development Company Limited (FIRST E&P) is a Nigerian oil and gas company. Our Asset acquisition strategy is based on securing a balanced portfolio of assets and opportunities. Disclaimer and Privacy Policy.

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Final Salary Pension Transfer Advice. The Essential Guide To Investing. Guide To Final Salary Pension Transfers. FOCUSED AROUND YOUR NEEDS. WE LISTEN. YOU PROSPER. At First Equitable we are committed to providing you with financial solutions that put your needs first at every step of the way. We believe that integrity. Are absolutely key to successfully nurturing and developing long-term relationships with our clients, and it is from these core values that our business has been founded. How Can We Help?

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Expert Financial Advice for Expats - First Equitable

44 20 3239 3593. QROPS & SIPPS. The Five Step Guide To Successful Investing. QROPS & SIPPS. The Five Step Guide To Successful Investing. FINANCIAL ADVICE FOR EXPATS. IN A LANGUAGE YOU CAN UNDERSTAND. Let the experts show you the way. With our easy to use free report service. LOOKING FOR THE RIGHT SOLUTION? First Equitable will create for you. A free no obligation report, tailored. To your specific personal needs. We are here to help. Are you making the most of your wealth? QROPS & SIPPS Advice. We can ca...

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