Her Financial Planning - Liverpool

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: Purley Grove, Liverpool L18 4QD, United Kingdom.
Phone: 7717895107.
Website: herfinancialplanning.co.uk
Specialties: Financial advisor.
Other points of interest: Identifies as women-owned, LGBTQ+ friendly.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Her Financial Planning

☎️7717895107

⏰ Open Hours of Her Financial Planning

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Her Financial Planning: Un Equipo de Asesoramiento Financiero Personalizado

Her Financial Planning, con sede en Purley Grove, Liverpool L18 4QD, Reino Unido, es una empresa de asesoramiento financiero que ofrece servicios personalizados a individuos y familias. El equipo, liderado por una asesora financiera experimentada, se distingue por su enfoque en la atención al cliente y el apoyo continuo.

Características y Especialidades

Es una empresa women-owned y LGBTQ+ friendly, lo que la hace accesible a una amplia gama de clientes.

Los asesores financieros de Her Financial Planning tienen una amplia experiencia en la planificación financiera y la gestión de activos.

* La empresa ofrece un enfoque personalizado a cada cliente, adaptando sus necesidades y objetivos individuales a sus planes financieros.

Ubicación y Accesibilidad

El equipo de Her Financial Planning se encuentra ubicado en Purley Grove, Liverpool L18 4QD, lo que la hace fácilmente accesible para aquellos que buscan asesoramiento financiero en la zona. La empresa también tiene una presencia en línea a través de su sitio web, lo que permite a los clientes acceder a sus servicios desde cualquier lugar del mundo.

Información de Contacto

Para obtener más información sobre Her Financial Planning o para programar una cita con un asesor financiero, contactar a la empresa a través de su teléfono 7717895107 o visitar su sitio web en herfinancialplanning.co.uk. El equipo de Her Financial Planning está disponible para responder a tus preguntas y brindarte asesoramiento financiero personalizado.

Opiniones y Reconocimientos

Her Financial Planning ha recibido 4 reseñas positivas en Google My Business, lo que refleja la satisfacción de sus clientes con sus servicios. Los clientes han destacado la atención y dedicación del equipo, así como su capacidad para brindar apoyo continuo y orientación financiera. Con una media de 5/5 estrellas, Her Financial Planning es una opción confiable para aquellos que buscan un asesoramiento financiero personalizado y efectivo.

Recomendación Final

Si estás buscando un asesoramiento financiero personalizado y confiable, Her Financial Planning es una excelente opción. Con su equipo de expertos en asesoramiento financiero y su enfoque en la atención al cliente, puedes confiar en que obtendrás un plan financiero que se adapte a tus necesidades y objetivos individuales. Visita su sitio web y contacta con ellos para obtener más información y programar una cita.

👍 Reviews of Her Financial Planning

Sophie B.

5/5

I am so grateful for having Shalini’s continued support and time. She is so attentive and thorough, both during our meetings and with all the follow up summaries she does too. Her time is invaluable and I always leave our meetings feeling more confident and self-assured!

Ruth-Ellen P.

5/5

My husband and I approached Shalini with the goal of consolidating our pensions and finding someone we could trust to manage them together. We also wanted to maximise our returns as a couple and grow our pension pot to potentially retire earlier. Shalini gave us fantastic advice and guidance, tailored specifically to our individual and joint situations. She helped us navigate everything from minimising taxes to maximising our pension growth.

What also really inspires me about Shalini is her focus on female empowerment and closing the gender pension gap—a cause that deeply resonates with me.

Shalini's personalised approach is outstanding—she truly understands us and our individual and shared financial goals. It’s great that we can work on this together, knowing she’s looking after both of our interests. We fully trust her and highly recommend her to anyone seeking sound financial advice.

Jasmine L.

5/5

Shalini’s approach is professional yet friendly. She explained terms clearly which were easy to digest - as someone who does not have a lot of experience in wealth management, this makes it a lot less of a daunting experience. In just 2 sessions Shalini provided me a with bespoke money map, showing me where I was today and where I would be at my retirement age. This map looked at both scenarios, firstly, if my current savings remained the same today, where I would be, or if I could increase these (to a realistic goal) where I would be at retirement age. I would recommend women to have a chat with Shalini, to feel in control of your savings / investments.

Lucy O.

5/5

I attended a 30-minute clarity call with Shalini, and she was precisely what I had been searching for. Shalini considered life events that may impact women's financial situations and asked all the right questions in a non-intrusive way. I would recommend her for women seeking financial advice from someone knowledgeable about maximising their money and getting the most from their savings.