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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 ;
• 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 • info @ first-equitable . com • 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 .