Wealth management in Liverpool: For women who want more control
Feel confident about your money
What is wealth management? And why do you need it?
Wealth management is not just for the ultra-rich. It is about using your income and assets strategically to protect your future, reduce tax, and live the life you want.
At Her Financial Planning, I work with women in Liverpool who are earning well, but want to do better with their money. If you are in your 30s, 40s or 50s, now is the time to be building wealth that supports your family, your career plans, and your future self.
Whether you are unsure how to invest, worried about tax, or simply tired of juggling it all alone. I will help you create a plan to build and manage wealth that aligns with your lifestyle and long-term goals.
Wealth is about options, time and peace of mind
What do wealth managers do?
As a dedicated wealth manager in Liverpool, I provide a complete financial strategy, not just investment advice.
Take a look at the drop downs to see what I do with my clients to help them feel more confident with their money.
Wealth management is about setting yourself up for the future with someone who is there to support you throughout your life.
Wealth management should be clear, comprehensive and completely tailored to you.
-
Understand how to save for your future, how it grows, and how it fits into your life stage.
-
Minimise what you owe, structure your income, and take advantage of available reliefs.
-
Make sure your retirement plan is on track - whether you are 35 or 55.
-
Plan for the “what ifs” - build emergency savings and ensure you are protected through life cover, income protection, critical illness cover if necessary.
-
Prepare for the future with wills, trusts, inheritance strategies, and intergenerational wealth.
Why women trust me as their wealth manager in Liverpool
I offer tailored financial strategies designed around your life, rather than a copy and paste template.
I explain everything clearly so you feel confident, not confused. You need to feel in control of your money.
I help you make smart decisions with your money today that benefit you long-term. No bright shiny objects here!
And having grown up in Liverpool, there is nothing better than helping other Scousers
Money is a tool. What do you want to build with it?
Are you sitting on untapped wealth?
Many of my clients come to me already earning well but without a plan, they are missing major opportunities to:
Grow their investments tax efficiently
Reduce financial stress and guesswork
Pass wealth down to their children or protect their estate
Use surplus income or bonuses wisely
Retire on their own terms, not someone else’s timeline
You have done the hard work of building your income. Now it is time to make it work harder for you.
Think about going on holiday feeling confident that your money is working for you whilst you are away!
Who I work with
I specialise in supporting women who are:
Earning well but want smarter financial strategies.
Going through life transitions: changing careers, going through divorce, planning for retirement or receiving an inheritance.
Looking for someone they can trust to help them build and protect long-term wealth.
Women who want to enjoy their life knowing that their money and future is safe.
Every step you take today is an investment in the life you want to live tomorrow
Why now is the smartest time to start wealth planning
Many women wait until a “perfect” time to focus on their finances: after the promotion, after the house purchase, after the kids are grown. But the truth is, the earlier you start, the more freedom you create later.
At Her Financial Planning in Liverpool, I help you turn your current income and savings into future options. Even small changes today e.g. how you invest, how you structure your assets, how you prepare for the unexpected can have a massive impact down the line.
My goal is to keep you from having to make huge sacrifices, so you have keep affording to enjoy life. It about being intentional, so you are not stuck later.
Whether you are single, partnered, or navigating a divorce, selling a business or receiving an inheritance, wealth management now gives you:
Confidence to make big life decisions
Financial stability through change
A proactive plan for retirement, not just hope
The ability to help your kids without jeopardising your future
Room to breathe, take time off, or pivot careers
Every year you delay, you lose valuable compounding power and increase your financial risk. Together, we can make this the year you take back control.
Women who plan ahead do not just build wealth. They build freedom, legacy, and joy.
How Liverpool wealth management helps you move from confusion to control
Feeling uncertain about your financial future is exhausting.
You are not sure where your money is going, you are unsure how to grow it, and you might feel embarrassed asking for help. But you are not alone and more importantly, you do not need to feel that way anymore.
With personalised wealth management, I help you:
Map out your current financial picture
Identify gaps, risks, and opportunities
Set clear, achievable goals, short and long term
Align your financial decisions with your values
Create systems that simplify, not complicate, your money life
And we do not just create a strategy and walk away, we stay connected. As your life shifts, we adjust your plan to keep you on track.
Next steps: How to start your Wealth Management journey
Start with a full financial assessment. Set goals that inspire you, build a plan that supports them, and commit to reviewing and adjusting it regularly.
You do not have to do it alone. Book a 30 min no-obligation coffee & Clarity Call below 👇
Your business has the power to create wealth and freedom. Let us help you make it happen.