Another New Year
13 December 2024
Client Experience
I am very grateful for [Karen’s] advice. I am even more grateful for the sense of support which I felt from [her] throughout these difficult months
A&I M, Dunfermline
We consulted with Karen when we were facing a redundancy. We had never really engaged with a Financial adviser before and weren't sure what to expect. Karen had a calm manner and was able to explain financial matters in a way that was easy to understand. Initially she gave us a broad understanding of where we stood and the options available to us. She also challenged ideas we came up with, from different angles. She was good with providing information and pointers as to where to look for information, with no sales pressure to buy any products. She left us with a good idea of how our finances can work for the rest of our life, providing the knowledge and advice to enable us to decide how we wanted to proceed.
K&M W, Horsham
I now have a better understanding of my investments. Karen is on my wavelength and if someone needed advice I would recommend her. She explains everything very well - and she really cares. It is good to have someone who understands what I want. I don't know what I would have done without her.
WB, Epsom
R and I want to thank you (Luisa) for the superb service you provided throughout the mortgage process. We were very impressed with your professionalism and knowledge of the subject.
R and S D, Selsdon
Thank you so much, Karen, for all your hard work.
EB, Horsham
Karen is my Go To person for finances including pension, life insurance etc. Karen provides a very comprehensive and personalised service. She has helped me get a grip of my pensions, savings and spending so that I am in a much stronger place than I was. Rather than avoiding potential future problems she has guided me through a plan that is solid and has set me on a path that means I no longer get anxious about current and future financial challenges.
HT, West Chiltington
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 would not hesitate to state she is to date the most honest, reliable and caring financial adviser I have ever met.
GB, Brighton
Monetary Solutions Limited is a firm of Independent Financial Advisers based in Purley. We are qualified to give advice on most aspects of financial planning.