0330 038 8942
Based in Malvern
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
Lavinia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Lavinia has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 03 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
9 qualification certificates available to view
Lavinia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lavinia has provided information on their typical fees
Lavinia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Lavinia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lavinia (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
Lavinia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Lavinia has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 03 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
9 qualification certificates available to view
Lavinia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lavinia has provided information on their typical fees
Lavinia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Lavinia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lavinia (based on 3 first impressions)
Financial wellbeing is about using the money you have wisely to enrich your life. At The Money Clinic, my aim is to help you engage with your money in a positive way. I want to provide you with the advice, information and resources you need to empower you to make educated and informed decisions about your money. With over 18 years in the industry, I have gained valuable insights to provide you with personalised financial planning services to positively impact your life. As a financial planner, I possess skills that encompasses investment management, risk assessment, retirement planning, tax strategies, estate planning, and cash flow planning. I believe in fostering long-term relationships built on trust, transparency, and open communication. By understanding your unique circumstances, dreams, and aspirations, I tailor comprehensive financial plans that gives your money purpose.
Offers available through VouchedFor
Contact Lavinia through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lavinia's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
The Money Clinic Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Registered in England & Wales. Company number 15761575. Registered Office: The Mill House, Court Farm Church Lane, Norton, Worcester, Worcestershire, England, WR5 2PS