Empower your finances with a trusted female Financial Adviser in Liverpool

Helping Liverpool’s women build wealth, one coffee at a time ☕️ you’ll find me in…

- Rose Lane Coffee

- Bean There Cafe

- Wylde Coffee

- Crosby Coffee

Let’s have a coffee

Female financial adviser helping Liverpool’s women build wealth, confidence, and a life they love with wealth management

Liverpool is a city full of vibrancy, resilience, and friendliness.

But like many women here, you may feel the weight of financial uncertainty holding you back from living your best life.

Many women in Liverpool come to me because they want an empathetic female financial adviser that can relate to them.

You don’t have to do this alone.

Your money. Your journey. Expert Financial advice.

Everyone’s financial journey is one of a kind, and some situations need a closer look. Let’s start with a virtual coffee to explore your unique needs and goals. If you’re after specific advice right now, simply click on the area where you’d like support—we’ll take it from there.

Let’s have a coffee

Financial challenges facing women in Liverpool

Navigating financial jargon: Financial terms can feel like another language. Between retirement, investment planning, and tax planning, it’s overwhelming and easy to feel lost.

Gender gaps: With persistent pay, wealth, and pension gaps, women are often left at a disadvantage. This makes it challenging to build a future where you feel secure, even as you work hard to create a fulfilling life.
Lack of accessible advice: Finding a trusted financial adviser who understands you and values your unique goals can be difficult. Many women feel spoken down to or overlooked in finance discussions, leaving you with unanswered questions and stress about your future.

Why expert financial planning matters in Liverpool’s thriving, busy community

Having grown up in Liverpool, I know that it’s easy to get caught up in the day-to-day. From exploring independent coffee shops to flying out of stress-free Liverpool John Lennon Airport, Liverpool life is full of potential. But without a clear financial plan, it’s easy to feel like you’re juggling too much, with financial stress nagging at the back of your mind.

As a woman in Liverpool, you deserve to feel financially empowered and confident in every step you take—whether you’re building your career, setting up a business, investing in your first home, or planning for an adventurous retirement. And yet, so many women don’t feel comfortable seeking financial advice, even though it’s could be the key to achieving their dreams and enjoying all that Liverpool has to offer.

Empowering women in Liverpool to take charge of their finances

I founded Her Financial Planning in Liverpool—to provide approachable, empowering financial advice for Liverpool’s women, so you can take charge of your finances without sacrificing the life you love.

As your local female financial adviser in Liverpool , I offer:

Understanding, practical guidance: I know Liverpool’s unique spirit and the challenges women here face. Together, we’ll create a clear, practical plan tailored to your goals.
A judgment-free zone: Many clients say it’s refreshing to talk openly with a woman about their finances. My role goes beyond numbers—I’m here to understand your dreams, challenges, and worries.
Support for every stage: From early career to retirement, I’ll guide you through each step of your financial journey so you can build wealth and make confident choices every step of the way.

FAQs

Q: Does financial planning differ for women compared to men?

A: Yes, women often face different financial journeys due to various factors, such as gender pay gap and longer life expectancy. My clients also prefer to get specialist financial advice in an empathetic and educational environment.

Absolutely! Financial freedom is about balance. You can build wealth, save for your goals, and still indulge in the little luxuries that make you happy. My job as your female financial adviser is to help you plan out all of this.
If you’re an independent woman who wants to take control of her finances while still enjoying life—this is for you. Whether you’re just getting started or want me to look over your plans to make sure you are not missing anything, I’m here to help.
The next step is easy! Book your consultation, and we’ll chat about your goals, your current financial situation, and how we can work together to create a plan that fits your life. Let’s have a coffee and see how I can help.
Regular meetings, at least annually. Your life is not static, neither are market conditions. It is important to review your financial plan and make adjustments if needed.