Her Financial Planning
HF
Financial Advisors
Her Financial Planning
6 Purley Grove, Liverpool L18 4QD
# Her Financial Planning
Her Financial Planning is a Liverpool-based financial advisory firm specialising in bespoke financial planning for women across England. Founded by Chartered Financial Planner Shalini Kanap, the business addresses a significant gap in the financial services industry where women are often underserved or overlooked.
The firm helps independent women achieve financial freedom whilst maintaining an enjoyable lifestyle in the present. Their core expertise lies in retirement planning and investment management, with a particular focus on consolidating pensions and maximising returns for clients seeking to retire earlier. Shalini works with clients to understand their individual and shared financial goals, creating personalised strategies that build wealth and turn dreams into reality.
What sets Her Financial Planning apart is its unwavering focus on women's financial empowerment and trust-based relationships. The business is FCA regulated (SXK00353) and has earned significant industry recognition, including shortlisting for Financial Adviser of the Year by the Financial Times Diversity Awards and high commendation for Financial Adviser of the Year (North West) by Professional Adviser Women in Financial Advice Awards. Client testimonials highlight Shalini's outstanding personalised approach and the confidence women feel entrusting their financial futures to her care.
Rather than generic advice, Her Financial Planning delivers clear, supportive guidance tailored to each client's unique circumstances, helping women take control of their finances with expert professional support.
Her Financial Planning is a Liverpool-based financial advisory firm specialising in bespoke financial planning for women across England. Founded by Chartered Financial Planner Shalini Kanap, the business addresses a significant gap in the financial services industry where women are often underserved or overlooked.
The firm helps independent women achieve financial freedom whilst maintaining an enjoyable lifestyle in the present. Their core expertise lies in retirement planning and investment management, with a particular focus on consolidating pensions and maximising returns for clients seeking to retire earlier. Shalini works with clients to understand their individual and shared financial goals, creating personalised strategies that build wealth and turn dreams into reality.
What sets Her Financial Planning apart is its unwavering focus on women's financial empowerment and trust-based relationships. The business is FCA regulated (SXK00353) and has earned significant industry recognition, including shortlisting for Financial Adviser of the Year by the Financial Times Diversity Awards and high commendation for Financial Adviser of the Year (North West) by Professional Adviser Women in Financial Advice Awards. Client testimonials highlight Shalini's outstanding personalised approach and the confidence women feel entrusting their financial futures to her care.
Rather than generic advice, Her Financial Planning delivers clear, supportive guidance tailored to each client's unique circumstances, helping women take control of their finances with expert professional support.
Services offered
Retirement planningPension consolidationInvestment planningWealth managementFinancial planning for couplesPension optimisationEarly retirement planningBespoke financial strategies