HF
Her Financial Planning
Empoderando a las mujeres a través de asesoría financiera personalizada
5
Business
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Empoderando a las mujeres a través de asesoría financiera personalizada
Her Financial Planning, liderada por Shalini, ofrece servicios de consultoría financiera empática y personalizada diseñados específicamente para empoderar a las mujeres. Ubicada en Liverpool, Shalini comprende los desafíos únicos que enfrentan las mujeres al gestionar sus finanzas y ofrece asesoramiento personalizado que se ajusta a las circunstancias individuales. Ya sea navegar por las complejidades de ser propietaria de una vivienda o ajustar las finanzas durante transiciones en la vida, los clientes pueden esperar una orientación clara, organizada y sin juicios. Con una calificación de 5 estrellas de clientes satisfechos, Her Financial Planning se dedica a hacer que la planificación financiera sea accesible y empoderadora.
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Evaluación integral de su situación financiera actual con recomendaciones personalizadas para mejorar.
Apoyo especializado para eventos importantes de la vida, como el divorcio, la compra de vivienda o cambios de carrera.
Desarrollo de planes personalizados y prácticos para la seguridad financiera futura y las metas.
Reuniones en línea convenientes para conversar sobre sus finanzas en un formato cómodo y accesible.
Explicaciones claras, sin juicios y recursos para aumentar su conocimiento financiero y confianza.
Calificación general
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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