Care @ Monetary Solutions

Independent Financial Adviser Planet House, North Heath Lane, Horsham, West Sussex, RH12 5QE
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
24th June 2019
Reassuring specialist advice on care fees planning, retirement and pensions, life assurance and investments. Be understood, not sold to.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Home reversion
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Long term care
Meet our advisers
Karen MacDonald DipPFS
Adviser
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
Where to find us

Planet House, North Heath Lane, Horsham, West Sussex, RH12 5QE

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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