Meet the team:

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 Diploma in Financial Planning, which all advisers need to have. She’ll 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

    

Sally Booker FPFS

Chartered Financial Planner

A Chartered Financial Planner and Fellow of the Chartered Insurance Institute, Sally has over 30 years’ experience of advising clients. Her extensive knowledge and expertise spans the full spectrum of financial planning, across investments, inheritance tax planning, long term care and life protection. Her specialism is in Later Life Planning. She enjoys both personal and corporate work, and she also holds the well-respected UKSIF’s Ethical Investing Qualification

 

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 24 years' experience in financial services to help clients protect what they have and to build on it. Diploma qualified but working toward Chartered status, Karen is also qualified to advise on Later Life Planning and Equity Release. She has two young children and sings with The Emery Ensemble, a ladies' vocal group.

 

Sarah Woodfield

ACA DipFA Financial Adviser

Sarah originally trained as a chartered accountant, and had the experience of living in Italy, the USA and Belgium before retraining as a financial adviser in 2006. In 2009 she qualified as an Independent Financial Adviser and is now working towards Chartered IFA status.  Sarah brings a wide range of knowledge and experience to her client relationships.

 

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 and 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.

  • Your home or property may be repossessed if you do not keep up repayments on your mortgage.
  • The Financial Conduct Authority does not regulate some aspects of buy to let mortgages.

 

Kate Foley

Office Manager

Your initial contact will probably be with Kate, an experienced PA who has been with Monetary Solutions since 2004. She’ll process any applications we make on your behalf, sort out any queries as promptly as she can and provides us all with general administrative back-up. Kate is also kept busy raising her two children

 

Lisa Sharpe

Administrator

The newest, but still a valuable, member of the team who helps Kate with running the office and making sure that our clients receive a top class service. She is also a mother of four children.