Financial Adviser Services

Your money. Your journey.

Everyone’s financial journey is unique, and some situations deserve a closer look. As a trusted financial adviser in Liverpool, I offer personalised advice tailored to your individual needs and goals. Let’s begin with a virtual coffee to explore what matters most to you. If you need specific advice right now, simply click on the area where you'd like support—we’ll take it from there.

Building wealth

Business owners

Divorce Advice

Inheritance

Your route: From confused to confident

Most of my clients are new to financial planning. So I felt it was important to have a process where they have the time to get them up to speed.

Click on dropdowns to understand what each stage of working with me looks like.

  • The first step is for us to have a virtual coffee and your Clarity Call. In this virtual call, we discuss where you are now, where you want to get to to review your options on the best way to get you there.

    This is a no obligation meeting where I will educate you as much as possible and give you as much advice as I can. If I think I can provide further value to you, then we will arrange your Money Map Meeting.

  • Together, we build your bespoke Money Map!

    This is your route map from today to when you are 100 years old. We look at your goals, your income, your outgoings, your assets, your liabilities. From this, I can give you actionable financial advice.

    If we conclude that I am able to help you implement that advice, and it is in your best interest, then we will arrange a Strategy Meeting.

  • So we now have Clarity on where you are, where you want to get to, and how we get you there.

    This Strategy Meeting is where I advise you on the best way that I can implement this for you. This could be after I write to your investment and pension providers to understand further details. Perhaps we are setting up new protection arrangements and we are reviewing the best providers.

    Assuming you want to proceed with me implementing this advice, I will then put these plans in place and put you closer towards financial independence.

    If your circumstances are more complex, you are getting divorced, selling your business, or have been widowed, we will have several Strategy Meetings as often 1 meeting is not enough.

  • Congratulations, you are 3 months into being a client of Her Financial Planning, and more importantly becoming financially confident and independent.

    At this point, I like to arrange a Check-in to show you what has been happening with any investments or pensions, educate you further, and most importantly, make you feel in control of your finances.

  • Once you are a client, it is important that we have 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.

    I often complement this with a call or email to check in around 6 months, but I remain on the other side of the phone if you want to speak in the meantime.

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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.

    I provide specialist financial advice for women at various life stages, click here to find out more about these services and the clients I 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.

    Click here to book your coffee

  • 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.

  • I have access to meeting rooms across Liverpool, Manchester and London if you would like to meet in an office.

    My clients also like meeting at their office, home or virtually, whichever is most convenient at the time.