Who we are
Meet the team who are Monetary Solutions
Vivian Slattery Dip PFS
Vivian has been involved in Financial Planning since 1987 and set up Monetary Solutions in 2002. She holds many qualifications including the essential Diploma in Financial Planning. Vivian will give you honest and professional advice with the personal touch, ensuring you completely understand your financial situation and options. As well as running Monetary Solutions, Vivian has three daughters.
Karen MacDonald Dip PFS
Karen is known as the ‘Financial Fairy Godmother’ as she helps her clients to focus on what they need to do to have the financial freedom to enjoy their lives. She uses 26 years’ experience in financial services to help clients protect what they have and to build on it. Diploma qualified but working towards Chartered status, Karen is qualified to advise on Later Life Planning and Equity Release, and is accredited by the Society of Later Life Advisers. She has two young children and sings with The Emery Ensemble, a ladies’ vocal group.
Luisa started her career over 20 years ago as a Mortgage Advisor with a major high street lender. She specialises in Residential & Buy-to-Let mortgages and Protection. Due to the length of time she has been in the industry, she has a good depth of knowledge and experience in these areas. She gets great satisfaction in helping our clients to achieve their goals, whether it be first time buyers purchasing their first home or aiding clients to obtain a more competitive rate of interest on their mortgage*.
Karen started her career in financial services 10 years ago and realizing the limited number of female advisers in the industry decided to take her exams to become a Mortgage Adviser. Karen now holds the Certificate in Mortgage Advice and is currently studying to take her protection exam. Karen deals with First time buyers, home movers, remortgages and Buy to Lets she has a real passion for the mortgage industry. As well as being a Mortgage Adviser she also has a young son.
Yvonne started her career in Financial Services 26 years ago as admin support and progressed to Compliance Manager with a High street Bank. Yvonne is qualified and holds the Diploma In Financial Services. Following restructuring and a lifestyle change about five years ago, Yvonne now works part-time and provides support to Vivian both as a Senior Administrator and Compliance checker and administrator. As well as being a part time Senior Administrator, Yvonne has one Daughter and also looks after and cares for both elderly relatives and her granddaughter.
After spending 28 years in the United States and Canada as a Flat Jockey, Andy returned to the UK looking for a change in lifestyle and ready for a new career. His life experience is proving extremely useful in his position as an administrator, translating well into the skills needed to support the advisers and their clients.
Having worked in administrative roles in a variety of industries for more than 25 years, Damian joined his wife, Karen, and the team at Monetary Solutions in February 2017. He is currently studying part-time for a BA (Honours) Arts and Humanities degree, specialising in Religious Studies. Outside of work and university, Damian volunteers at the local youth club, his son’s Beavers group and the church youth group.
Alice is one of our administrators. She works closely with the rest of the admin team to carry out the day to day tasks needed to support our Advisers.
Alice began her career here as an Apprentice in 2014 which helped her gain vital experience and knowledge in financial services. As Alice’s knowledge has grown, her responsibilities have expanded to include compiling annual reports and processing application forms as well as other general admin tasks.
Alice is a mum of one and spends her free time reading and attending a book club, blogging or quizzing.
* Your home or property may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate some aspects of buy to let mortgages.