I have used Sam at First Equitable for a number of years now and look forward to our regular catch ups. I have a background in finance but Sam provides excellent views and is a good sounding board for my own thoughts. Unlike larger firms which keep investments in-house and offer expensive advice, I am confident that I am receiving quality input at a reasonable cost.
Mj59★★★★★
A very professional service from first equitable and Sam Hulson. I Have been with this company for a number of years now and I am very happy with all my dealings with them. Sam is very friendly and personable and he gives me advice in a clear and concise way so that I fully understand what is going on. I would not hesitate to recommend First Equitable and Sam Hulson to anybody
avtar aulakh★★★★★
I had an outstanding experience with the First Equitable team, who looked after my pension and then guided me through the purchase of an annuity when I was ready to retire.
Sam was brilliant throughout, and I also had the pleasure of dealing with his wider team. From start to finish, their professionalism, attention to detail, and genuine care for their clients really stood out.
The team was not only highly knowledgeable but also took the time to listen to my needs and provide clear, thoughtful advice. Regular six-monthly portfolio reviews gave me the confidence to adapt to changing market conditions and stay on track.
During times of market turbulence, Sam and his team kept me calm and reassured, reminding me that such moments are temporary and that avoiding rash decisions is key.
What impressed me most was the extra effort they put into making sure my portfolio was always working hard for me.
I have consistently received excellent customer service, and I would highly recommend First Equitable to anyone seeking reliable, trustworthy, knowledgeable, and top-class support in managing their financial health.
Gary Waugh★★★★★
The service provided by First Equitable is outstanding. My advisor Sam Hulson is extremely professional and I trust his advice and judgment always. Coupled with the fact that he is also a nice guy who is genuinely interested in me and my family and always on hand when needed speaks volumes.
Glyn Mon Hughes★★★★★
Excellent service, as always, from Sam Hudson. This is an open and welcoming organisation which does its best for its clients, explaining options and processes in detail and keeping the client informed. Much to recommend.
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FAQs
What is the address of First Equitable?
First Equitable is located at 3rd Floor, 14 Castle St, Liverpool L2 0NE, UK
What is the phone number of First Equitable?
You can contact First Equitable at +44 151 236 9973
How can I get to First Equitable?
You can find directions to First Equitable by following this map link
