About the company
First Equitable (UK) Ltd is a financial advisory firm based in Liverpool. The company is authorised and regulated by the Financial Conduct Authority. Sam Hulson is named as an adviser. First Equitable provides independent and objective analysis covering the whole of market. The firm has many years of experience working with clients from all over the world.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Very happy with the service I've received. They are doing a great job with my pension fund.
Sam Hulson and Andrew Wong at First Equitable have been so professional and the most helpful in helping me navigate the consolidation of my Offshore and Onshore Pensions - their communication is second to none and they really do care about their clients. Every step has been explained thoroughly and they really take on board any thoughts, or concerns you have. I would have no hesitation in recommending them or their firm. 5 Star Service
I used Sam at First Equitable (and his team) to sort out a messy pension situation for me. They took all the stress away and sorted everything out for me. Exceptional service.
Sam is friendly, relatable and offers first class advice. Well worth a visit.
The team at First Equitable always respond to my requests in a timely manner with both professionalism and attention to detail.
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.
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
Financial advisers in Liverpool compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | J.A. Financial Planning Ltd | ★ 5,0 | 66 | No |
| 2 | Hanson Financial Services | ★ 5,0 | 48 | No |
| 3 | First Equitable (this page) | ★ 5,0 | 37 | No |
| 4 | AJ Barnes Financial Planning Ltd | ★ 5,0 | 31 | No |
| 5 | Her Financial Planning I Financial Adviser for Women | ★ 5,0 | 19 | No |