Karen Macdonald Dip Pfs

Karen Macdonald Dip Pfs Email and Phone Number

Financial Fairy Godmother | Female IFA Horsham | Financial Planner | Pension & Investment Adviser | Care Fees Planning @ Care @ Monetary Solutions
surrey, surrey, united kingdom
Karen Macdonald Dip Pfs's Location
Horsham, England, United Kingdom, United Kingdom
About Karen Macdonald Dip Pfs

On your side, and by your side.I am the Financial Fairy Godmother. I help you to be financially free, so you can enjoy your life.With relatively few advisers being female, it can be very difficult for a woman to get financial advice from another woman, who may be better able to relate to their lifestyle and motivations. With a young family of my own, I also understand the value of 'spare' time and how it is so easy to put off making financial decisions when it seems too complicated with so many options.My clients include - independent women who want to do business with another woman- women going through the financial maze of divorce- widows who find themselves at a loss and don't know where to start, as their husbands always managed the finances. - men who prefer the more holistic and empathic approach I takeI particularly find that when advising couples together, both come out with greater confidence about their finances.Although we often start with an enquiry about a pension or an ISA, I look to understand what lifestyle you intend to have now and in the future, and I'll check from a financial perspective what the opportunities and pitfalls might be - in time to do something about it.This is of particular importance in the field of care fees planning. I am a qualified specialist in this area, as I am passionate that those in later life, or younger but with care needs, are properly advised with regard to their finances and entitlements. This can make all the difference by making sure that what they have will last them, so that they can always be cared for in their preferred environment, and not have to settle for indignity in their latter years just because no-one was there to give them the proper advice.Simple, really.

Karen Macdonald Dip Pfs's Current Company Details
Care @ Monetary Solutions

Care @ Monetary Solutions

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Financial Fairy Godmother | Female IFA Horsham | Financial Planner | Pension & Investment Adviser | Care Fees Planning
surrey, surrey, united kingdom
Employees:
11
Karen Macdonald Dip Pfs Work Experience Details
  • Care @ Monetary Solutions
    Care Planning Adviser (Solla Accredited)
    Care @ Monetary Solutions Jun 2014 - Present
    Horsham
    Care @ Monetary Solutions has been set up to provide specialist advice on care fees - how to make your money last longer so you (or your loved one) can live in the home you/they want for as long as possible.We offer a helping hand through the minefield of finding, arranging and funding care. We know there are a huge number of new issues to find out about and deal with, and our service is designed to take the pressure off you and to give you one central point of contact for information… Show more Care @ Monetary Solutions has been set up to provide specialist advice on care fees - how to make your money last longer so you (or your loved one) can live in the home you/they want for as long as possible.We offer a helping hand through the minefield of finding, arranging and funding care. We know there are a huge number of new issues to find out about and deal with, and our service is designed to take the pressure off you and to give you one central point of contact for information, help and advice. We have a network of trusted professionals, so if we can't personally advise in an area, we can introduce you to someone you can trust. Show less
  • Monetary Solutions
    Female Ifa With Later Life Accreditation (Solla)
    Monetary Solutions Nov 2013 - Present
    Horsham, West Sussex
    Is there something you'd regret not doing by the time you die?I specialise in Lifestyle Financial Planning, so let's start by looking at what you want from life and how your money and financial arrangements could get that for you. We can look into your future and spot the challenges and opportunities in time to do something about them.Monetary Solutions is the IFA firm of choice for those who wish to deal with a female independent financial adviser.We can then review… Show more Is there something you'd regret not doing by the time you die?I specialise in Lifestyle Financial Planning, so let's start by looking at what you want from life and how your money and financial arrangements could get that for you. We can look into your future and spot the challenges and opportunities in time to do something about them.Monetary Solutions is the IFA firm of choice for those who wish to deal with a female independent financial adviser.We can then review your pensions, life assurance and your savings to make them work better for you. Show less
  • Horsham Financial Services Ltd, Partner Practice Of St. James'S Place Wealth Management
    Wealth Management Consultant
    Horsham Financial Services Ltd, Partner Practice Of St. James'S Place Wealth Management Oct 2012 - Nov 2013
    Horsham
    I became self-employed so that I could govern how I spent my time on my clients, and can now be there for them in the long term, and advise in sensitive times such as divorce, following loss of a loved one, and when having to accept long term care.As a Wealth Management Consultant with Horsham Financial Services, aligned to St. James's Place Wealth Management, a FTSE 250 company, I provided a wide range of wealth management services to individuals in Sussex,
  • Hsbc
    Premier Independent Financial Adviser
    Hsbc Apr 1990 - Oct 2012
    Hove
    Financial Adviser to high net worth 'Premier' clients banking with HSBC, offering holistic financial planning, including protection, pensions, investments, estate/inheritance tax planning, trusts, tax mitigation.

Karen Macdonald Dip Pfs Skills

Wealth Management Financial Advisory Pensions Investments Inheritance Tax Planning Wealth Management Services Income Protection Financial Services Financial Planning Retirement Planning Holistic Financial Planning Financial Planners Savings Estate Planning Strategic Financial Planning High Net Worth Individuals Retirement Investment Advisory Life Insurance Critical Illness Protection Sipp Portfolio Management Banking Investment Strategies Asset Allocation Long Term Care Business Planning Long Term Care Planning Trustworthy Pay Close Attention To Detail Personal Finance Client Focus Well Organized Trusts Personal Financial Planning Financial Life Planning Later Life Planning

Karen Macdonald Dip Pfs Education Details

Frequently Asked Questions about Karen Macdonald Dip Pfs

What company does Karen Macdonald Dip Pfs work for?

Karen Macdonald Dip Pfs works for Care @ Monetary Solutions

What is Karen Macdonald Dip Pfs's role at the current company?

Karen Macdonald Dip Pfs's current role is Financial Fairy Godmother | Female IFA Horsham | Financial Planner | Pension & Investment Adviser | Care Fees Planning.

What schools did Karen Macdonald Dip Pfs attend?

Karen Macdonald Dip Pfs attended Umist, Frances Bardsley, Romford.

What are some of Karen Macdonald Dip Pfs's interests?

Karen Macdonald Dip Pfs has interest in Singing In Concerts And Musical Theatre.

What skills is Karen Macdonald Dip Pfs known for?

Karen Macdonald Dip Pfs has skills like Wealth Management, Financial Advisory, Pensions, Investments, Inheritance Tax Planning, Wealth Management Services, Income Protection, Financial Services, Financial Planning, Retirement Planning, Holistic Financial Planning, Financial Planners.

Who are Karen Macdonald Dip Pfs's colleagues?

Karen Macdonald Dip Pfs's colleagues are Nidhi Sharma, Monetary Solution, Ankit Vyas, Luisa Hayward, Vivian Slattery / Ifa / Female Ifa / Financial Adviser, Ashwin Choudhary, Gritika Rajpoot.

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