Care @ Monetary Solutions

Independent Financial Adviser  Planet House, Horsham, West Sussex, RH12 5QE
First meeting at adviser's own cost
Reassuring specialist advice on care fees planning, retirement and pensions, life assurance and investments. Be understood, not sold to.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Karen MacDonald DipPFS
Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Accreditations
Later Life Accredited Adviser
What our clients say
I appreciated your attention to detail and the sensitive manner in which you approached my predicament.
H R, Croydon
Karen has been brilliant over the last couple of years. She has listened to my needs and has fully understood my situation before suggesting a way forward. Karen has opened my eyes to more investment opportunities than I realised were out there, and all within my 'comfort' zone. Like a lot of people I am hesitant about tying money up, and potentially losing it as markets change. Karen has been very patient and listened to these fears but has also helped me change my views on investing and using my money differently for a long term gain. Karen has also been great at reviewing the basics we should all have - life assurance, pensions etc, and ensures that these are covered first. It's from conversations on the basics that Karen has been able to introduce new ideas to me on how to manage my finances.
Hilary, Horsham
Karen was a refreshing change because she was interested enough to ask questions and LISTEN to the replies. She doesn't blind us with technical terms, and takes on board our situation and concerns, and is proactive about them. We would recommend her to family and friends who we knew were looking for an adviser.
T&A B, Storrington
During all my dealings with Karen she has given me every confidence in her professional capacity to have my best interests at heart. I have recommended her to several of my friends and I would not hesitate in stating that she is to date the most honest, reliable and caring financial adviser I have ever met.
G B, Brighton
About us

Female advisers to help with general financial planning, or SOLLA Accredited specialist care fees advice.

Our services

Female advisers who are on your side. We help you arrange your finances so you can live the life you want.

Where to find us
Head office address: Planet House, North Heath Lane, Horsham, West Sussex, RH12 5QE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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