We help women confidently navigate their finances and take charge of their future
In a world that is ever-changing and unpredictable, we deliver outcome-driven financial plans, letting you live stress-free, knowing your finances are in trustworthy hands
Who are Magenta?
We are multi-award-winning financial planners based in Bridgend, Wales.
With smart financial choices, money can enable you to be confident your money will work hard for you, making sure you can live the life you desire. We support our clients in making smart financial decisions, through education and advice.
Giving you the freedom to pursue your passions, with the peace of mind your money is in safe hands and working hard for you.
How can we help you?
Hit your Life Goals
This is a man’s world. Your finances are your responsibility.
Women are increasingly taking on the challenge of managing their own finances to ensure independence.
In many cases, women are taking control of the entire family’s financial stability and aspirations for the future.
We help women who know what they want their life to look like, achieve their financial goals.
Managing Finances when Circumstances Change
Circumstances can change and they can change quickly.
When the unexpected happens, previous financial plans may not be suitable and require review.
We appreciate the emotional impact divorce, bereavement or health concerns can have. We provide clarity, assurance and support.
Life changes happen and they can be stressful. Understanding your financial position and how to manoeuvre doesn’t have to be.
Planning a Life Change
When planning a life change, whether that’s a career change, relocation or perhaps investing inheritance, you’ll often be faced with this question: Should you or shouldn’t you?
It can be daunting and seem ‘risky’ when moving away from your routine and looking at options outside your comfort zone.
We can help you gain the confidence and clarity that financially you can do it.
Mike and Lynn
Magenta were so supportive…they helped us plan ahead so that we can both enjoy retirement but still have sufficient finance to care for both of us if necessary.
Magenta provided a solution that enabled us to make investments which align with our core values. They always make us feel that everything is manageable, and not to worry, and to feel confident about our situation
Working with Gretchen has allowed me to retire earlier than I had originally planned.
Magenta Blogs and Vlogs
Our weekly blogs and monthly vlogs are created with you in mind, to provide you with the latest information in the world of financial planning.