Monetary Solutions Limited

Independent Financial Adviser Palmerston House, 814 Brighton Road, Purley, Surrey, CR8 2BR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Capital gains tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Vivian Slattery Dip PFS
Director
adviser-person
Karen MacDonald DipPFS
Independent Financial Adviser
What our clients say
"The only reason I took out Critical Illness cover was because Vivian persuaded me it was a good idea. After just being diagnosed with MS and having the insurance paying out, it has meant that financially I can support my family. We will always be grateful."
P Williams, Sanderstead
"Vivian's advice is always very clear, well imformed and well judged. From our very first house purchase 10 years ago to our current updated life policies, we've trusted her completely and will continue to do so."
E Costello, London
"I wanted advice on my Pension last year and after taking references, I decided to use Monetary Solutions. They are a small friendly company, giving personal attention and I am very pleased with their advice so far."
J Reid, Kenley
Where to find us

Palmerston House, 814 Brighton Road, Purley, Surrey, CR8 2BR

Make an enquiry
About us

After gaining a wealth of experience in this area, after joining the industry in the late 80's, in 2002 Vivian set up Monetary Solutions, and in 2014 expanded to include a further 2 female IFAs and a female mortgage adviser. We at Monetary Solutions understand that the foundation to every successful company is providing a good client service and we try to make sure that each client experiences a service that the adviser would want herself.

Our services

We are holistic financial planners advising both individuals and companies on their financial needs.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0

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