HELPING YOU MAKE SMART DECISIONS
Every one of our clients has a unique story behind their wealth
but, having built wealth many of us have similar aims:
• To maintain (or grow) the value our assets;
• Provide a regular income on which to live;
• Minimise tax both now and in the future (IHT mitigation)
Our approach to financial planning centres on objective and
pertinent advice, driven by intelligent and trusted relationships.
Having worked hard to accumulate your capital, it makes sense
to preserve it as best you can.
Achieving success requires a well thought through financial plan.
From planning for retirement or protecting and preserving wealth,
First Equitable offers objective advice and suitable solutions for
every aspect of your wealth.
We have experience to provide specialist advice in a range of areas
including:
• Pre and post retirement planning; including our fixed fee -
Defined Benefit pension transfer advice;
• Tax efficient investment planning and wealth management;
• Estate and succession planning; including Wills and Trusts.
For further information, or to schedule a free initial consultation,
contact: 0151 236 9973 • [email protected] • www.first-equitable.co.uk • 2nd Floor, 1 Old Hall St, Liverpool L3 9HF
The value of investments can go down as well as up. You may get back less than you invested. First Equitable is authorised and
regulated by the Financial Conduct Authority FRN: 782577. Trusts are not regulated by the Financial Conduct Authority.