Private Client Services

What sets First Equity aside from most broking services is that we have a long relationship in the industry spanning 30 years.

We pride ourselves on the needs of our clients which allows us to provide the long-term focus and advice to our clients by providing direct access to the experts we aim for diversification, capital preservation and understand that you do not just fit the standard box of when it comes to wealth management.

You will benefit from...

Wealth Preservation

Preserve your wealth for future generations

Income Tax Reduction

Reduce your inheritance tax liability.

Ownership

Retain full ownership of your investments.

Inheritance Tax Exemption

Investment in this service can become 100% inheritance tax exempt after just two years.

Products

We offer a range of personalised services to allow you to invest across a range of products including shares, investment trusts, unit trusts, corporate and government bonds.


Registered Office: 

Salisbury House, London Wall, 

London, EC2M 5QQ. 

 

First Equity Limited is a member of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority
(FCA No. 124394)

 

Registered in England and Wales, No 2019652

Copyright © First Equity Limited 2017. All rights reserved.

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