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*.
Your initial contact with Monetary Solutions will probably be with Kate, an experienced PA who has been with us since 2004. She’ll process any applications we make on your behalf, sort out any queries promptly, and provides us all with general administrative support. Kate is also kept busy raising her two children.
Barbara is responsible for all of the marketing needs of Monetary Solutions. This is a very important role, and includes arranging our events, and making sure that our promotional material is up to date and professional. Like all of us, she is kept busy outside work being the mother of 3 beautiful children.
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. Hopefully she will be the first of many…
* 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.