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 24 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. She has two young children and sings with The Emery Ensemble, a ladies’ vocal group.
Sarah Woodfield ACA DipFA
Sarah originally trained as a chartered accountant and had the experience of living in Italy, the USA and Belgium before retraining as a financial adviser in 2006. In 2009 she qualified as an Independent Financial Adviser and is now working towards Chartered IFA status. Sarah brings a wide range of knowledge and experience to her client relationships.
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*.
Leigh has recently joined the team and with experience in everything from administration to successfully running her own business as well as having a background in finance, we believe she is exactly what Monetary Solutions needs to continue expanding and developing.
Due to the success of our first apprentice, we decided to take on a second and found our token male Oliver who is now working towards becoming a qualified Paraplanner. He has balanced out our all female office and is an essential member of the team.
It is one of our beliefs at Monetary Solutions that there should be more females in our sector. With this in mind, Alice has recently joined us as apprentice in order to qualify as Independent Financial Adviser. She has settled in well and is a valuable member of the team.
* 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.