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FCA Regulated
Chartered Status
Whole of Market
5-Star Rated
Transparent Fees
First Equitable wealth management at a glance
Location: 3rd Floor, 14 Castle Street, Liverpool L2 0NE (also serving Chester & the North West)
Advice type: Independent, whole-of-market — your portfolio isn’t limited to one provider’s funds
Specialisms: Investment advice, portfolio management, ISAs & tax-efficient investing, wealth preservation, planning for high earners
Credentials: Chartered status · FCA regulated (FRN 782577) · 5-star client reviews
Getting started: Free initial consultation at our cost, with no obligation to proceed
Independent wealth management, built around you
We believe integrity and transparency are the foundation of every good client relationship. Using a plain-English approach, we explain exactly what you are invested in, what it costs, and why — so you always feel informed and in control. We take the time to understand your circumstances and treat you as an individual, not just a number.
Our wealth management services
Pension & Retirement Planning
The Whether retirement is decades away or just around the corner, we help you build a strategy to get there. Pensions advice, consolidation, drawdown and annuity purchase, all explained in plain English by a dedicated adviser.
Wealth Management
Growing your wealth is one thing, keeping hold of it is another. Independent, whole of market advice on savings and investments, wealth preservation, and trusts and inheritance tax planning, built around what you actually want your money to do.
Protection Planning
Life rarely gives notice. Life insurance, critical illness cover, income protection and private medical insurance, arranged so your family and your income are covered if the worst happens, without paying for cover you don't need.
Financial Planning for Business Owners
Running a business leaves little time for your own finances. We bridge the gap between the two, advising on company pension schemes, corporate savings and investments, and protection, working alongside your accountant and legal advisers.
Wills & Power of Attorney
Making your wishes clear now saves your family difficulty later. We help you put a valid will in place and set up a lasting power of attorney, so the right people can act if you no longer can.
Probate & Estate Administration
Administering an estate is daunting at the worst possible time. We guide executors through the grant of probate, settle debts and taxes, and distribute the estate properly, with a fixed quote agreed before any work begins.
Why choose First Equitable for wealth management in Liverpool
Chartered expertise
Chartered status is the gold standard in financial planning – your assurance of qualification, experience and ethics.
Truly independent
Whole-of-market advice with no ties to any provider, so you get the right solution rather than an in-house one.
Plain English, always
We explain everything clearly so you feel informed and in control of your financial decisions.
Transparent fees
All charges are disclosed and agreed before any work begins – no surprises, no hidden costs.
Local and personal
A dedicated adviser you can meet at our Castle Street office, by video, or over the phone — whatever suits you.
What our clients say
What “whole-of-market” wealth management means for you
This matters most as your finances grow more complex. For higher earners and those with larger portfolios, the right blend of investments, tax wrappers and allowances can make a significant difference over time. Chartered, independent advice gives you a plan built around your goals — reviewed and adjusted as markets and your life change.
Getting started is simple
1
Free consultation
2
Your tailored plan
We analyse your position using sophisticated planning tools and build a clear, personalised financial plan.
3
Ongoing partnership
We put the plan into action and review it with you over time as your life and the markets change.
Frequently asked questions
What is wealth management?
Is there a minimum amount to invest?
How much does wealth management cost?
How do you manage investment risk?
Do you provide independent investment advice in Liverpool?
Do you offer a free initial consultation?
We do. We provide an initial consultation at our cost so you can ask questions and we can establish how we might help — with no obligation to proceed.