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Her Financial Planning
Empowering Women Through Personalized Financial Advice
5
Business
$$$
Empowering Women Through Personalized Financial Advice
Her Financial Planning, led by Shalini, offers empathetic and personalized financial consulting services specifically designed to empower women. Located in Liverpool, Shalini understands the unique challenges women face in managing their finances, providing tailored advice that resonates with individual circumstances. Whether navigating the complexities of home ownership or adjusting finances during life transitions, clients can expect clear, organized, and judgment-free guidance. With a 5-star rating from satisfied clients, Her Financial Planning is dedicated to making financial planning approachable and empowering.
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Comprehensive assessment of your current financial situation with tailored recommendations for improvement.
Specialised support for major life events like divorce, home buying, or career changes.
Development of personalised, practical plans for future financial security and goals.
Convenient online meetings to discuss finances in a comfortable, accessible format.
Clear, judgement-free explanations and resources to build your financial knowledge and confidence.
Overall rating
Imogen
Shalini is so approachable, knowledgeable, organised, honest and kind. You really feel in safe hands. I'll be recommending her to everyone I know!!
Ellyn Hebron
I came to Shalini at a point where my finances felt quite overwhelming - I’d recently bought my first home and I was trying to get clearer on longer-term planning. Shalini was thoughtful and incredibly knowledgeable. She took the time to really understand my situation, and explained everything clearly and without judgement. Her advice felt personalised, practical and empowering and was tailored to where I actually am, not where I “should” be. I would absolutely recommend Shalini to anyone looking for professional financial advice delivered with care and understanding.
msmoss
Shalini was professional and knowledgeable explaining things clearly. She was empathic and understood the barriers to financial planning for women and did not judge me for my lack of knowledge. She explained my options clearly and ran through a variety of scenarios to help me with decision making. I would highly recommend her.
Tasha Newland
Managing your finances can feel especially daunting when life is in transition, whether through divorce, as in my case, or perhaps a significant career change. It's during these moments that clarity and compassion matter most. From the moment I discovered Shalini's work, I felt understood and prioritised. She brings a rare combination of empathy and expertise that immediately put me at ease. I am so grateful to have found her, and truly look forward to working together once everything is finalised. Thank you again Shalini - outstanding, exciting and inspiring! Tasha
Nome Warner
My partner and I met with Shalini for a virtual coffee. We wanted an overall financial health review to see what we could improve. Shalini was very helpful and knowledgeable and was able to signpost us to specific resources for our needs. We were impressed, Shalini is super friendly, easy to talk to and provided a safe space us to discuss our financial situation. We've already recommended her to friends.
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