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
Sustainable investment
As advisers we have noticed that more and more of our clients are interested in sustainable funds, which is now a worldwide trend. Investing in sustainability is on the rise with Morgan Stanley*1 claiming that more than three quarters (77%) of investors globally are interested in investing in companies or funds that aim to achieve
Our economic outlook
We have just passed the 4th anniversary of the lockdown and you can certainly say that these past few years have been a roller coaster for the UK economy, so how are things looking now? The FTSE 100 at the beginning of Jan 2020 stood at just over 7,600*1 compared with today at nearly 8,000*2.
Don’t forget about ISAs
With the new tax year just beginning and the last one fresh in our minds, I thought I would write about ISAs as I often find that these are overlooked. ISA stands for Individual Savings Account, which were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts
At Monetary Solutions you can arrange a FREE INITIAL CONSULTATION with no obligation