Her Financial Planning I Financial Adviser for Women
About the company
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I had a virtual coffee and clarity call with Shalini. She is easy to talk to, personable and communicated clearly without jargon. She suggested a number of options to my query and explained the pros and cons of each option. I now have more clarity and feel more able to make an informed decision. Although the virtual 'meeting' was useful I personally would have preferred a face to face initial meeting.
I had a really helpful Virtual Coffee & Clarity Call with Shalini. Before we spoke, I felt unsure about my financial direction and what steps I should be taking. She took the time to understand my situation and explained everything in a clear, approachable way. I especially appreciated her personalised approach—it didn’t feel like generic advice, but something tailored specifically to me and my goals. I left the session feeling much more confident and clear about my next steps. I would highly recommend her to any woman looking for supportive and knowledgeable financial guidance.
I had a Clarity Call with Shalini. She was supportive and I felt listened to, and her advice was clear and helpful. She was generous with her time which I appreciated.
Shalini is a superstar, friendly and approachable, she offered jargon free advice and made my life so much easier. If anyone is looking for a female financial advisor that makes something that feels complicated simple I wouldn't hesitate to recommend!!
Shalini provides a tailored and responsive service. I found her to be both professional and friendly, offering flexibility and timely advice. I highly recommend her.
I can't recommend Shalini highly enough, she is extremely knowledgeable, professional and most importantly takes her time to understand your business goals and personal goals. Shalini, really does help tailor your finances to what you want and explains everything very clearly without the jargon. It really helps to have someone explain everything so clearly, which helps you make financial decision more manageable. She is very responsive and I believe she genuinely cares about getting you the best outcome when investing your money. I am looking forward to working with Shalini for many more years to come
Shalini is so approachable, knowledgeable, organised, honest and kind. You really feel in safe hands. I'll be recommending her to everyone I know!!
Financial advisers in Liverpool compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | J.A. Financial Planning Ltd | ★ 5,0 | 66 | No |
| 2 | Hanson Financial Services | ★ 5,0 | 48 | No |
| 3 | First Equitable | ★ 5,0 | 37 | No |
| 4 | AJ Barnes Financial Planning Ltd | ★ 5,0 | 31 | No |
| 5 | Her Financial Planning I Financial Adviser for Women (this page) | ★ 5,0 | 19 | No |
