First Equitable - Liverpool

Primera Equitable

Address: 3rd Floor, First Equitable, 14 Castle St, Liverpool L2 0NE, Reino Unido.

Phone: 1512369973.

Website: first-equitable.co.uk.

Especialidades:

Financial planner.

Otros datos de interés:

Entrada accesible para sillas de ruedas, baño accesible para sillas de ruedas, baño.

Opiniones:

Esta empresa tiene 24 reseñas en Google My Business.

Media de opinión:

5/5.

La Primera Equitable ofrece servicios de planificación financiera de alta calidad. Su equipo de expertos en finanzas está capacitado para ofrecer consejos personalizados y adaptados a las necesidades individuales de cada cliente. La empresa tiene una buena reputación en el mercado, y muchos de sus clientes están satisfechos con sus servicios.

La ubicación de la empresa en el centro de Liverpool facilita su acceso para los clientes que buscan servicios de planificación financiera. El personal es amable y dispuesto a ayudar a los clientes a encontrar soluciones financieras adecuadas para sus necesidades. La empresa también es accesible para personas con discapacidad, lo que la hace ideal para aquellos que necesitan un poco de ayuda.

Para obtener más información sobre los servicios de la Primera Equitable, puede visitar su sitio web oficial o contactar directamente con ellos. Su equipo estará encantado de ayudarlo a encontrar las soluciones financieras adecuadas para sus necesidades.

Características:

• Financiero
• Planificación financiera
• Consejos personalizados
• Adaptados a las necesidades individuales
• Acesible para personas con discapacidad

Información recomendada:

Si busca servicios de planificación financiera de alta calidad, la Primera Equitable es una excelente opción. Su equipo de expertos en finanzas está capacitado para ofrecer consejos personalizados y adaptados a las necesidades individuales de cada cliente. La empresa tiene una buena reputación en el mercado, y muchos de sus clientes están satisfechos con sus servicios.

Resumen:

La Primera Equitable es una empresa de planificación financiera con sede en Liverpool. Ofrece servicios de consejos personalizados y adaptados a las necesidades individuales de cada cliente. La empresa tiene una buena reputación en el mercado y es accesible para personas con discapacidad.

👍 Reviews of First Equitable

Trevor P.

5/5

I have been using Sam and First Equitable to look after my pension funds for a few years now, I find them easy to deal with and they offer good advice tailored to my needs, my pension pot is heading in the right direction so I am a happy customer.

Amanda W.

5/5

SAM and the team have been really helpful with our pensions and organising the transfers needed. Everything was explained clearly and would recommend them for any pension or financial advice needed

Ceremonies B. E. J. R.

5/5

I have been looked after by First Equitable for a few years now. It has certainly been reassuring and seamless in the way Sam and the team have looked after me. Incredibly professional - I feel informed and they explain everything in a way that I understand and I feel totally confident in my choice. Would totally recommend First Equitable for your pension advice and management.

Alison J.

5/5

I contacted First Equitable as recommended by a colleague for independent pension financial advice a few years ago as I had alot of concerns with my current pension provision. Instantly Sam was friendly, knowledgeable and welcoming, listened to my concerns and my future aspirations for retirement, I was/am extremely risk adverse and Sam took this into consideration throughout the process from Final salary to SIPP. I had no hesitation in signing up with First Equitable (Sam Hulson) to manage my SIPP.
At each periodic review Sam explains clearly and concisely how my pension is positioned/performing offering his recommendations for the period ahead, overall Sam & his team communicate well and I wouldn't hesitate to recommend First Equitable to others if you are looking for Pension advice.

Paul R.

5/5

I have been with First Equitable for a couple of years, sam and team have been very efficient dealing with the transfer of several pensions, always keeping me informed of the progress. all queries promptly answered and really pleased with the ongoing management of my portfolio.

Deb 1.

5/5

I have been very impressed with the knowledge, expertise and confidence of Sam and FE team. Dealing with big financial decisions can be daunting however I feel I am in safe hands with regular reviews and a personalised service - I would highly recommend Sam Hulson and the team.

kevin H.

5/5

Used first Equitable to guide me through accessing my pension early, couldn't be more happier with my choice, they looked after everything from start to finish, keeping me up to date all the way. Would recommend this company especially Sam & rob who were there all the way with me.

Richard P.

5/5

I've been using First Equitable for over 4yrs with no complaints. They manage my investment portfolio & always keep me updated, I would highly recommend this company to anyone wanting investment & financial advice.