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Her Financial Planning I Financial Adviser for Women

Her Financial Planning I Financial Adviser for Women

5.0(19 reviews)See reviews ↓·Liverpool

About the company

Her Financial Planning is a financial advisory business based in Liverpool. The founder, Shalini Kanap (also listed as Shalini Kanapathywasam), is a Chartered Financial Planner and a Fellow of the Personal Finance Society, holding a degree in Economics. She moved into financial planning in 2018. The business is a member of Resolution and STEP, and is an Appointed Representative of St. James's Place Wealth Management plc.

It provides financial advice to women across Liverpool, the North West, and England. Its services include divorce financial advice, financial advice for business owners, pension advice, business sale and exit planning, retirement planning, financial advice for widows, inheritance and wealth planning, and financial advice for women in their 30s–40s. The founder was shortlisted for the FT Adviser Diversity in Finance Awards 2025 and nominated as Financial Adviser of the Year for the North West.

What customers say

Based on genuine customer reviews

Women seeking clarity on their finances, from first-time buyers to couples consolidating pensions, form the clientele whose experiences recur across the feedback for this Liverpool-based financial adviser. Named throughout is Shalini, whose expertise and advice are described repeatedly as knowledgeable, patient and tailored to individual circumstances rather than generic. Several buyers describe sessions where they arrived feeling overwhelmed and left more confident, with pension consolidation, mortgage overpayment weighed against pension contributions, and longer-term planning among the matters discussed.

One thing mentioned again and again is the clarity of her explanations, delivered without jargon and with pros and cons set out so that decisions feel manageable. Reviews regularly refer to her attentiveness, thoroughness and willingness to give generous amounts of time, both in meetings and in the written summaries that follow them. Her manner is described as friendly, approachable, supportive and free of judgement, with particular understanding of the barriers women can face around financial planning. The virtual coffee and clarity calls are mentioned as useful for gaining direction, and clients note the personalised, practical nature of the advice and the confidence it instils.

Financial Advisor

Reviews

Reviews are taken from publicly available sources.

UR
Ursula Rigert10 July 2026

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.

KL
Karen Lafferty17 April 2026

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.

HD
Hannah D4 April 2026

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.

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Emma Pearce4 March 2026

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!!

KV
Kelly Vincent21 February 2026

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.

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Natalie Ormrod4 February 2026

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

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Imogen29 January 2026

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.

RankProviderRatingReviewsOpen Sat.
1J.A. Financial Planning Ltd★ 5,066No
2Hanson Financial Services★ 5,048No
3First Equitable★ 5,037No
4AJ Barnes Financial Planning Ltd★ 5,031No
5Her Financial Planning I Financial Adviser for Women (this page)★ 5,019No
Contact
+447717895107www.herfinancialplanning.co.uk6 Purley Grove, Liverpool L18 4QD
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed