Your trusted partner for personalized financial planning and pension solutions in Liverpool.
First Equitable is a premier financial consultancy based in Liverpool, offering expert advice on pensions, annuities, and investment management. With a 5-star rating from 32 reviews, our team, led by Sam Hulson, provides professional, client-focused services that prioritize your financial health. We specialize in regular portfolio reviews, clear guidance during market changes, and tailored strategies to help you achieve your retirement and investment goals with confidence and trust.
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Comprehensive advice on pension schemes, including setup, management, and optimization for retirement.
Expert support in selecting and purchasing annuities to secure stable income during retirement.
Regular six-monthly reviews and adjustments to investment portfolios to adapt to market conditions and maximize returns.
Personalized sessions to assess financial needs, provide clear advice, and develop long-term strategies.
Guidance and reassurance during volatile periods to help clients avoid rash decisions and stay on track.
I have used Sam at First Equitable for a number of years now and look forward to our regular catch ups. I have a background in finance but Sam provides excellent views and is a good sounding board for my own thoughts. Unlike larger firms which keep investments in-house and offer expensive advice, I am confident that I am receiving quality input at a reasonable cost.
A very professional service from first equitable and Sam Hulson. I Have been with this company for a number of years now and I am very happy with all my dealings with them. Sam is very friendly and personable and he gives me advice in a clear and concise way so that I fully understand what is going on. I would not hesitate to recommend First Equitable and Sam Hulson to anybody
I had an outstanding experience with the First Equitable team, who looked after my pension and then guided me through the purchase of an annuity when I was ready to retire. Sam was brilliant throughout, and I also had the pleasure of dealing with his wider team. From start to finish, their professionalism, attention to detail, and genuine care for their clients really stood out. The team was not only highly knowledgeable but also took the time to listen to my needs and provide clear, thoughtful advice. Regular six-monthly portfolio reviews gave me the confidence to adapt to changing market conditions and stay on track. During times of market turbulence, Sam and his team kept me calm and reassured, reminding me that such moments are temporary and that avoiding rash decisions is key. What impressed me most was the extra effort they put into making sure my portfolio was always working hard for me. I have consistently received excellent customer service, and I would highly recommend First Equitable to anyone seeking reliable, trustworthy, knowledgeable, and top-class support in managing their financial health.
The service provided by First Equitable is outstanding. My advisor Sam Hulson is extremely professional and I trust his advice and judgment always. Coupled with the fact that he is also a nice guy who is genuinely interested in me and my family and always on hand when needed speaks volumes.
First-class service from Sam at First Equitable in quickly understanding my requirements, discussing a number of different options and then taking the lead in making it all happen smoothly. Very confident in the service with regular reviews to ensure everything is on track and to consider at further enhancements.
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