Investment Advice Liverpool at Her Financial Planning

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.

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.

Our Investment Advice Services in Liverpool

Personal Investment Planning

I create a clear financial roadmap, including:

  • Long-term investment strategies

  • Short-term investment opportunities

  • Goal-based planning

Portfolio Creation & Management

Your adviser helps you build and manage a well-balanced investment portfolio through:

  • Asset allocation

  • Diversification strategies

  • Regular reviews and adjustments

  • Performance monitoring

Retirement Investment Advice

Secure your future with guidance on:

  • Pension investments

  • Retirement funds

  • Long-term income planning

  • Tax-efficient retirement strategies

Tax-Efficient Investment Planning

Make smarter decisions with strategies that help reduce tax exposure through:

  • ISAs

  • Investment allowances

  • Tax-efficient savings products

Investing for Major Life Goals

I help you invest for:

  • Property purchase

  • Children’s education

  • Building generational wealth

  • Financial independence

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

Smart, Personalised Investment Advice for Women Across Liverpool

At Her Financial Planning, I provide expert, jargon-free investment advice in Liverpool designed specifically for women who want to grow, protect, and secure their financial future. Whether you are investing for the first time, building long-term wealth, or planning for retirement, my advice guides you with clarity and confidence.

I proudly support women across Liverpool City Centre, Aigburth, Woolton, Cressington, Allerton, Formby, Sefton, Wirral, and the wider Merseyside region.

Why Choose My Investment Advice in Liverpool?

Women-Focused Investment Guidance

I understand that women often face different financial journeys: balancing career breaks, caring responsibilities, and long-term planning. My investment advice reflects your personal circumstances, goals, and risk comfort levels.

Clear, Straightforward, and Practical

No confusing terminology. No pressure. Just personalised strategies that help you understand exactly where your money is going, how it is performing, and how it supports your future.

Tailored Investment Strategies

Your life, your goals, your plan. I design investment portfolios tailored to your:

  • Risk tolerance

  • Time horizon

  • Financial responsibilities

  • Long-term lifestyle goals

Liverpool Areas I Serve

I work with women across:

Liverpool City Centre, Allerton & Mossley Hill, Aintree & Maghull, St Helens & Knowsley, Wirral & Southport, Sefton & Bootle, Prescot & Huyton

Wherever you are in Merseyside, I bring personalised investment support directly to you.

Our Process

1. Initial Consultation

A friendly conversation to understand your financial goals and experience.

2. Tailored Investment Strategy

I create a personalised, easy-to-follow plan suited to your future.

3. Ongoing Review & Guidance

I monitor your investments and adjust your strategy as your life and goals evolve.

Benefits of Choosing Her Financial Planning

  • Investment strategies built for women

  • Clear guidance with no jargon

  • Flexible, accessible support

  • Values-based investment options

  • Advice tailored to Liverpool’s financial landscape

book a 15 minute call

Ready to Start Growing Your Wealth?

As an expert Investment Adviser in Liverpool, I am here to help you invest with confidence, clarity, and long-term purpose.

Book your consultation today
Let’s build a stronger financial future, together.

book a 15 minute call

FAQ’s about Investment Advice Liverpool

  • Professional investment advice helps you make smarter financial decisions, reduce risk, and build long-term wealth. A local Liverpool adviser understands market trends, tax implications, and investment opportunities that align with your goals.

  • An investment adviser can guide you on stocks, bonds, ISAs, pensions and diversified portfolios. They help you choose options that match your risk level, financial objectives, and timeframe.

  • Yes. Whether you’re new to investing or already have experience, a financial adviser in Liverpool can create a simple, easy-to-understand plan. They explain all options clearly so you feel confident and informed from the start.

  • Your adviser will assess your financial goals, income, risk tolerance, and long-term plans to build a personalised investment strategy. This ensures your money is invested wisely and supports your future financial security.

  • Yes. All professional investment advisers in Liverpool must be regulated. This ensures you receive trustworthy, transparent, and compliant advice for all your investment decisions.

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.