First Equitable Global Wealth Management

Independent Financial Adviser  1 Old Hall Street, Liverpool, L3 9HF
First meeting at adviser's own cost
Professional, creative and diligent financial advice for clients that value the personal touch. All within a competitively priced fee structure.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Samuel Hulson
Director & Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
About us

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.

Our services

Wealth management and retirement planning. Final salary pension transfer specialist advice available on a fixed fee basis (particularly beneficial for those with large transfer values vs percentage based fees). Extensive knowledge of technical areas such as QROPS and QNUPS. Lifetime Allowance and IHT planning.

We also have extensive knowledge of cross border financial planning for those leaving or returning to the UK.

Focused on achieving positive outcomes for our clients and building long lasting relationships. Meetings are available at our office in central Liverpool; at your home; place of work; over the phone or video conferencing via Skype.

Where to find us
Head office address: 1 Old Hall Street, 4th Floor, Liverpool, L3 9HF
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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