Friendly financial advice from qualified female IFAs
How we work
What’s involved in a typical journey, starting from when you first contact us.
One port of call
We believe that most people don’t want a string of companies advising them, just one company whom they can trust for all their financial advice.
We also offer specialist care fees planning, see Care @ Monetary Solutions.
Client experience
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News and Views
Our economic outlook
We have just passed the 4th anniversary of the lockdown and you can certainly say that these past few years have been a roller coaster for the UK economy, so how are things looking now? The FTSE 100 at the beginning of Jan 2020 stood at just over 7,600*1 compared with today at nearly 8,000*2.
Don’t forget about ISAs
With the new tax year just beginning and the last one fresh in our minds, I thought I would write about ISAs as I often find that these are overlooked. ISA stands for Individual Savings Account, which were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts
For Love or Money
I am writing this article on Valentine’s day, which has focused my thoughts on what I view as one of the essential ingredients for a long and happy relationship. It is estimated that financial problems contribute to 20-40% of divorces, which indicates that out of 10 marriages that end in divorce four of them are
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