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First Equitable

Expert financial consulting with a personal touch

5(5 reviews)
financial-advising
$$$
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About

First Equitable, located in the heart of Liverpool, is a premier financial consulting firm dedicated to providing exceptional service and trusted advice in managing financial health. With a 5/5 Google rating, the team, led by expert advisor Sam Hulson, is renowned for their professionalism, attentive approach, and in-depth knowledge of investment strategies. They offer personalized guidance tailored to individual needs, ensuring clients feel confident and secure in their financial decisions. Regular portfolio reviews and a commitment to clear communication highlight their dedication to client success.

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Location

3rd Floor, 14 Castle St, Liverpool L2 0NE, UK

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Services

Pension Planning

Comprehensive advice on pension schemes, including setup, management, and optimization for retirement.

Annuity Purchase Guidance

Expert support in selecting and purchasing annuities to secure stable income during retirement.

Portfolio Management

Regular six-monthly reviews and adjustments to investment portfolios to adapt to market conditions and maximize returns.

Financial Health Consultations

Personalized sessions to assess financial needs, provide clear advice, and develop long-term strategies.

Market Turbulence Support

Guidance and reassurance during volatile periods to help clients avoid rash decisions and stay on track.

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