0330 038 8942
Based in Malvern
View locationChecks carried out by VouchedFor
FCA Regulated
Lavinia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 February 2026
Lavinia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Lavinia has not received any client reviews in the past 12 months
Lavinia has not received any reviews in the last 12 months
Lavinia has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 01 September 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
Lavinia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lavinia (based on 4 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 4 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.