We’re Financial Planners based in Bridgend, South Wales.
We are passionate about helping people feel more confident about their money and what it can help them to do in the future, allowing them to make smart choices and have the freedom to pursue their passions.
We find that most people approach us when they are going through a change in their life, or when they need someone to help them understand the financial jargon. We also have many clients who are seeking to do some good with their money.
How is it we can help you?
Who we help
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 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.
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.
We’re experts in combining your personal life goals and helping you to have a positive impact on our world.
What we do
Listen to you and understand your passions
- Get to know you and find out what is important to you
- Discuss, challenge and determine your priorities
- Establish and evaluate your current financial position
Develop a strategy and plan
- Work together to create a robust future-proof plan, exploring various options for you
- Make recommendations for your success
- Implement your new plan and deal with all the paperwork
Ongoing support and monitoring
- 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