★★★★★5.0 on Google from 40+ reviews
First Equitable — Liverpool
First Equitable is an independent financial adviser based in Liverpool city centre. It gives whole-of-market advice on pensions, retirement, investments and wealth management, along with inheritance tax and protection planning. The firm works from Castle Street in Liverpool and also serves Chester and the North West.
What First Equitable does — and what it typically costs in Liverpool
Every job below can be priced from this page. The ranges are what Liverpool homes typically pay, from Locufy's price guides. First Equitable confirms the exact figure in a written quote — asking is free, with no obligation.
Accounts & tax
Legal
Business support
Typical prices from Locufy's UK 2026 price guides — each guide explains what the job involves and what moves the price. Mortgage broker and ber / epc assessor are also offered, priced on survey.
About First Equitable
First Equitable is an independent financial adviser based in Liverpool city centre. It gives whole-of-market advice on pensions, retirement, investments and wealth management, along with inheritance tax and protection planning. The firm works from Castle Street in Liverpool and also serves Chester and the North West.
You can ask for a written price on any piece of professional work from this page and compare it with other Liverpool advisers if you want to.
At a glance
- Trade
- Business and professional services
- Based
- Liverpool
- Covers
- Liverpool and 15 km around
- 5.0 · 40+ reviews
- Hours
- Mon–Fri 9:00–17:00
- Quotes
- Written, free, no obligation
A written price, with no obligation
Describe the job
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First Equitable prices it
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Book, or compare
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How First Equitable is rated
As published on Google, refreshed on each visit.
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Have a question before you book?
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Liverpool and the towns around it
Based in Liverpool, First Equitable works across the city and about 15 km around it.
- Liverpool
- Birkenhead
- Wallasey
- Bootle
- Bebington
- Huyton
- Kirkby
- Prescot
- Heswall
- Maghull
Before you book
Are you independent financial advisers?
Yes, First Equitable is independent and whole-of-market, so its pension recommendations come from across the market rather than from a single provider.
Where is your office?
The office is on the third floor at 14 Castle Street, Liverpool L2 0NE, in the city centre.
What areas of advice do you cover?
Its work spans pension and retirement advice, investment and wealth management, and inheritance tax and protection planning.
Do you work with clients outside Liverpool?
Yes, the firm also serves Chester and the wider North West.
Is there a charge for the first meeting?
No, the first step is a free consultation before any tailored plan is prepared.
Get a written price from First Equitable
You can compare it with other Liverpool advisers too.
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