Care @ Monetary Solutions
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
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Mortgages
- Equity release
- Home reversion
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Long term care
- Long term care
Meet our advisers
Karen MacDonald DipPFS
Adviser
Qualifications & Accreditations
CeFa - Certificate for Financial Advisers
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.
J06 - Investment Principles, Markets and Environment (CII)
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.
G10 - Taxation and Trusts (CII)
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.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
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.
G20 - Personal Investment Planning (CII)
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.
J01 - Personal Tax (CII)
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.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
Accreditations
What our clients say
I appreciated your attention to detail and the sensitive manner in which you approached my predicament.
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.
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.
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.
Where to find us
Planet House, North Heath Lane, Horsham, West Sussex, RH12 5QE
Make an enquiryAbout 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.
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