1 Old Hall Street, 4th Floor, Liverpool, L3 9HFMake an enquiry
Chartered Financial Planners: First Equitable provides bespoke financial advice in a language you can easily understand. We are committed to providing our clients with a professional and highly personalised service that puts your needs first at every step of the way - all within a competitively priced fee structure that strives to provide genuine value.
We offer a wide range of services with particular expertise in the areas of pensions and retirement planning and lump sum savings and investments. Our specialist areas of advice include deferred final salary pension transfers, lifetime allowance planning and also the use of QROPS and QNUPS.
We also have a broad understanding of cross border financial advice for clients that are moving or retiring overseas, or equally, upon repatriation to the UK. In both scenarios we can provide you with advice to ensure that your financial planning remains suitable and tax efficient. Due to the difference in the tax regimes this is often an area where clients can encounter difficulties without forward planning.
We will help you ensure that your savings, investments and pensions remain suitable and tax efficient in such circumstances.
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