Budget shake up
18 November 2024
Who we are
Vivian Slattery Dip PFS
Director
Vivian has been involved in Financial Planning since 1987 and set up Monetary Solutions in 2002. She holds many qualifications including the essential Diploma in Financial Planning. Vivian will give you honest and professional advice with the personal touch, ensuring you completely understand your financial situation and options. As well as running Monetary Solutions, Vivian has three daughters.
Karen MacDonald Dip PFS
Financial Adviser
Karen is known as the ‘Financial Fairy Godmother’ as she helps her clients to focus on what they need to do to have the financial freedom to enjoy their lives. She uses 26 years’ experience in financial services to help clients protect what they have and to build on it. Diploma qualified but working towards Chartered status, Karen is qualified to advise on Later Life Planning and Equity Release, and is accredited by the Society of Later Life Advisers. She has two young children and sings with The Emery Ensemble, a ladies’ vocal group.
Luisa Hayward
Mortgage Adviser
Luisa started her career over 20 years ago as a Mortgage Advisor with a major high street lender. She specialises in Residential & Buy-to-Let mortgages* and Protection. Due to the length of time she has been in the industry, she has a good depth of knowledge and experience in these areas. She gets great satisfaction in helping our clients to achieve their goals, whether it be first time buyers purchasing their first home or aiding clients to obtain a more competitive rate of interest on their mortgage*.
* The Financial Conduct Authority does not regulate some aspects of buy-to-let mortgages.
Andrew Corney
Paraplanner
After spending 28 years in the United States and Canada as a Flat Jockey, Andy returned to the UK looking for a change in lifestyle and ready for a new career. His life experience is proving extremely useful in his position as an administrator, translating well into the skills needed to support the advisers and their clients.
Debbie Hunt
Senior Administrator
Deborah started her career as a secretary over 30 years ago and has worked as a Compliance Manager in the Education Sector for the last 20 years. Following her desire to work part-time Deborah is now employed to aid with the compliance side of the business for Monetary Solutions. Outside of work Deborah is a keen gardener and loves to travel with her husband in their motorhome.
Sylvia Menezes
Administrator
Sylvia has worked in various industries in administrative roles in India and in the United Kingdom prior to recently joining Monetary Solutions as a part time Administrator. She is a valuable member of the team providing support to all the team. Her two young sons keep her busy on days that she is not working and she enjoys cooking and gardening.