Financial Adviser Services for Women in Liverpool

Feel confident about your money

A woman with brown hair smiling and looking at her tablet while sitting at a wooden table with a laptop and mug, in a bright room.

My Financial Adviser Services in Liverpool

Comprehensive Financial Planning

Supporting you with:

  • Budgeting & cash-flow management

  • Savings strategies

  • Emergency fund planning

Investment Advice & Wealth Building

Helping women grow wealth through:

  • Investment portfolio planning

  • Long-term growth strategies

  • Risk management

Retirement Planning

Create a future you feel confident about with:

  • Pension reviews

  • Retirement income strategies

  • Long-term security planning

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Guidance Through Life Transitions

I support you during key life moments such as:

  • Divorce

  • Motherhood

  • Career changes

  • Caring for ageing parents

  • The loss of a loved one and inheritance

Tax-Efficient Planning

Make your money work smarter with advice on:

  • Tax-efficient saving

  • Allowances and reliefs

  • Long-term tax planning

At Her Financial Planning, I proudly support women across Liverpool and Merseyside with trusted, personalised financial adviser services designed to bring clarity, confidence, and long-term financial security. Whether you are planning your future, navigating major life changes, or building wealth, I provide expert financial guidance tailored to your goals.

From Liverpool City Centre to Mossley Hill, Aigburth, Allerton, Crosby, and beyond, I help women make informed, empowered financial decisions backed by local expertise.

Why Choose Our Financial Adviser Services in Liverpool?

Liverpool-Based Expertise

I understand the financial challenges and opportunities unique to women across Liverpool. Whether you are balancing a career, caring responsibilities, or planning for retirement, our advice reflects your real-life experiences.

Personalised, Women-Focused Planning

Your goals, values, and financial needs shape your plan. I listen, understand your priorities, and create bespoke financial strategies to help you build a strong financial foundation.

Clear and Practical Guidance

No jargon, no confusion, just straightforward advice designed to help you feel in control.

Ready to Strengthen Your Financial Future?

As a Liverpool financial adviser, I am here to guide you every step of the way.

Book your consultation today
Take control of your financial future with confidence.

FAQ’s about Financial Adviser For Women

  • Women often face unique financial challenges, including career breaks, longer life expectancy, and the gender pay gap. A financial adviser for women provides personalised guidance to help you build long-term wealth, make informed decisions, and create a financial plan that supports your goals at every stage of life.

  • A women-focused financial adviser supports you with retirement planning, investment strategies, budgeting, savings, pension advice, divorce financial planning, and wealth protection. They tailor the advice specifically to your lifestyle, ambitions, and financial priorities.

  • Yes. While core principles remain the same, financial advice for women considers factors such as career gaps, childcare responsibilities, inheritance planning, and future lifestyle needs. This ensures your financial plan is realistic, strategic, and aligned with your long-term security.

  • Look for an adviser who specialises in women’s financial needs, is regulated, and has experience in areas such as pensions, investments, and financial planning for major life events. Reading reviews, checking qualifications, and arranging an initial consultation can help you make an informed choice.

  • Absolutely. A specialised adviser helps women understand their financial rights, evaluate assets, review pension sharing options, and create a stable post-divorce financial plan. This ensures you make confident decisions and protect your financial future during a challenging transition.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.