Her Financial Planning - Liverpool

Address: Purley Grove, Liverpool L18 4QD, United Kingdom.
Phone: 7717895107.
Website: herfinancialplanning.co.uk
Specialties: Financial advisor.
Other points of interest: Identifies as women-owned, LGBTQ+ friendly.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Her Financial Planning

☎️7717895107

⏰ Open Hours of Her Financial Planning

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Her Financial Planning, located at Address: Purley Grove, Liverpool L18 4QD, United Kingdom, is a women-owned and LGBTQ+ friendly financial advisory firm. The company can be reached at Phone: 7717895107 and additional information can be found on their website, Website: herfinancialplanning.co.uk.

Her Financial Planning specializes in providing financial advice to clients. The company has established a reputation for its expertise in the field, with Specialties: Financial advisor. They have a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals.

The company has received positive feedback from its clients, with Opinions: This company has 4 reviews on Google My Business. The average opinion rating is 5/5, reflecting the high level of satisfaction among clients.

Additional points of interest about Her Financial Planning include its commitment to diversity and inclusion. The company identifies as women-owned and LGBTQ+ friendly, making it a welcoming and inclusive environment for all clients.

👍 Reviews of Her Financial Planning

Ruth-Ellen Pintilie

5/5

My husband and I approached Shalini with the goal of consolidating our pensions and finding someone we could trust to manage them together. We also wanted to maximise our returns as a couple and grow our pension pot to potentially retire earlier. Shalini gave us fantastic advice and guidance, tailored specifically to our individual and joint situations. She helped us navigate everything from minimising taxes to maximising our pension growth.

What also really inspires me about Shalini is her focus on female empowerment and closing the gender pension gap—a cause that deeply resonates with me.

Shalini's personalised approach is outstanding—she truly understands us and our individual and shared financial goals. It’s great that we can work on this together, knowing she’s looking after both of our interests. We fully trust her and highly recommend her to anyone seeking sound financial advice.

Jasmine Lopez-Valido

5/5

Shalini’s approach is professional yet friendly. She explained terms clearly which were easy to digest - as someone who does not have a lot of experience in wealth management, this makes it a lot less of a daunting experience. In just 2 sessions Shalini provided me a with bespoke money map, showing me where I was today and where I would be at my retirement age. This map looked at both scenarios, firstly, if my current savings remained the same today, where I would be, or if I could increase these (to a realistic goal) where I would be at retirement age. I would recommend women to have a chat with Shalini, to feel in control of your savings / investments.

Lucy O'Boyle

5/5

I attended a 30-minute clarity call with Shalini, and she was precisely what I had been searching for. Shalini considered life events that may impact women's financial situations and asked all the right questions in a non-intrusive way. I would recommend her for women seeking financial advice from someone knowledgeable about maximising their money and getting the most from their savings.

Sophie Bates

5/5

I am so grateful for having Shalini’s continued support and time. She is so attentive and thorough, both during our meetings and with all the follow up summaries she does too. Her time is invaluable and I always leave our meetings feeling more confident and self-assured!