Private Clients
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.
Advisory
For investors who wish to control their investment portfolios but also wish to benefit from experienced and qualified investment managers to help reach their chosen objectives.
Discretionary
For investors who wish to delegate the day to day management of their investment portfolios to our investment managers. We will manage your accounts on the basis of your investment objectives, risks appetite and financial profile.
Execution Only
For investors who wish to manage their own portfolios and execute transactions without receiving advice.
Safety First
All client assets are ringfenced and segregated by Jarvis Investment Management Limited on behalf of First Equity. Custody of assets and cash is held by carefully selected and proven third parties.
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.