Friendly financial advice from qualified female IFAs
How we work
What’s involved in a typical journey, starting from when you first contact us.
One port of call
We believe that most people don’t want a string of companies advising them, just one company whom they can trust for all their financial advice.
We also offer specialist care fees planning, see Care @ Monetary Solutions.
Client experience
Read what our clients think about us.
News and Views
A Matter of Trust
Following recent budget announcements, there has been increased interest regarding inheritance tax and strategies for its mitigation. Trusts represent a key method in inheritance tax planning, and I thought I would take this opportunity to write an article on this subject. So what exactly is a trust? A trust is a legal structure in which
Savings interest
In the past year I have had a few clients who have been contacted by HMRC due to not declaring interest on their savings and seem to have little knowledge that this was something they needed to do, so I thought it would be a good topic to write about. Most banks and building societies
Brand new year!
So, another New Year is upon us, and I think this is an ideal time to think about your goals and targets for the year ahead. I’ve written before about New Year’s resolutions, but I would like to reiterate how important I feel this practice is. Similar to many, I have found myself in the
At Monetary Solutions you can arrange a FREE INITIAL CONSULTATION with no obligation