Who we help

Life Changes

Whether you’re getting married, having children, going through a divorce, bereavement, health scare. Maybe you have inherited money, or you are considering a career change.

Magenta can create a financial strategy and investment approach to help bring some clarity to your future life.

We’ll make sure you get the best possible advice and care, at what we know may be a challenging time in your life.

Women

Women are increasingly taking on the challenge of getting to grips with their own finances to ensure independence.

In some cases, women are taking control of the entire family’s financial stability and aspirations for the future.

We’re experts at helping women manage their money and gain a better understanding of financial matters  – without jargon and hassle – and without being patronising.

Positive Impact

Increasingly people want to consider their impact on the planet and its people. This is particularly important when it comes to investing their money.

Magenta has over 15 years’ experience of helping clients achieve their financial and wellbeing goals. Using ethical and sustainable investments, alongside their personal financial plan.

We’re experts in combining your personal life goals and helping you to have a positive impact on our world. 

 

What we do

At Magenta we are passionate about ensuring that our clients achieve a state of financial well-being where they feel confident about their money and what it can help them to do in the future, allowing them to make smart choices and the freedom to pursue their passions.  

      At Magenta we will:

      • Ask questions to find out what is important to you
      • Challenge and determine your priorities
      • Establish and evaluate your current financial position
      • Work together to create a robust future-proof plan
      • Make recommendations for your success
      • Keep you on the right track
      • Empower you to pursue your passions
      • Improve your financial well-being

      We’re also here to adjust your plan if things change – whether good or bad.

      Our aim is to give you peace of mind in knowing that no matter what happens in your life, you’ll enjoy a financially secure future.

        “With Magenta’s help we have been able to understand and shape our financial future so that, when the time came to make a life change, there were no surprises.”

        – Mike & Louise

        “The service wasn’t about financial advice to start with, it was about getting to know me and my situation.” – Jane

        “The best thing for me working with Magenta is it’s a relaxed atmosphere. They are incredibly professional in their outlook and I feel very safe.” – Andrew

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