Have you heard of financial planning?
Financial planning is much more than pensions, investments and financial products.

It can help answer life’s big questions like: What do I want to do with my life? When can I afford to retire? What income will I need? Can I afford to make gifts to my family?

It’s different to traditional financial advice which usually focuses on your money and investment performance rather than you as a person.

Financial planning looks at the bigger picture, at your life as a whole, your hopes and dreams for the future. It’s about creating a long-term plan to help you to achieve everything you want in life with the money you have.

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 the freedom to pursue their passions.  

We believe that financial well-being can be defined as:

  • Having control over day-to-day, month-to-month finances;
  • Having the capacity to absorb a financial shock;
  • Being on track to meet your financial and lifestyle goals; and
  • Having the financial freedom to make the choices that allow you to enjoy life and feel happy and secure.

We are financial planners and we look forward to working with you to plan your life and financial future.

Who we help

We enjoy working with people who are approaching and in retirement, business owners and other busy people; and people who are going through a major life change such as divorce, bereavement, inheritance, windfall or a career change.

People come to us with concerns about their current financial circumstances and/or when they need to make a big life decision. They might have accumulated a number of plans or policies over the years and are feeling unsure about what they are; how much they are worth and what they can do for them.

They have dreams for the future, but not knowing about whether they are affordable is holding them back. Some people need reassurance that they have enough, whilst others need guidance to effectively accumulate more.

We help them to move forward with confidence by creating a financial plan that will help them to live life to the full without worrying about money.

What we do

At Magenta we have always said that money in itself is not important – it is what it can do to enrich our lives and enable us to achieve our heart’s desires that is its great value.

      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.

        Approaching and

        in retirement

        Business owners
        and busy people

        Planning around a

        a major life change

        “With Magenta it’s a holistic service rather than selling the latest product, and it’s constantly evolving, with recommendations that evolve over time.” – Mark

        “The best thing about working with Magenta is that I just feel totally relaxed about what they do. I have total confidence in their ability.” – Mike

        “Whenever I’ve come across finance before it’s seemed impenetrable and intimidating… But it’s completely different with Magenta.” – Mary

        Insights

        How does it feel to be a Magenta client?

        Our clients tell it like it is!

        View more videos

        Returning to the office

        On the 23rd March we were told that life and work as most of us knew it would be changing until further notice....

        Things I can’t wait to do when lockdown ends

        By Julie Lord If there’s one positive thing to come out of the COVID19 lockdown situation, it’s that we’ve learned to...

        How Can A Financial Planner Help You To Be Happy?

        At Magenta, our goal has always been to help our clients feel secure and happy while being able to pursue their...

        Mystic Magenta?

        Remember Mystic Meg and her crystal ball? She could look into the future and tell you what was going to happen! At...

        Magenta is part of the NextGen Planners Global Commute!

        Magenta is proud to be supporting The Stroke Association and CF Warriors as part of the NextGen Planners 24 hour...

        We are going to be very busy after lockdown

        The lockdown has shown people a new way of life, and they want more of it! We understand that lockdown has been...

        Magenta Testimonial

        We have been clients of Magenta Financial Planning since the start up of the company and they have handled our...

        Help for Our Business Clients in Lockdown

        You may already have discovered some or all of these for yourselves, but just in case, we have collated a list of...

        3 questions you should ask yourself when stock markets fall

        Covid-19 has had a massive impact on all our lives – our families, our work and businesses and our personal freedom....

        Financial Planners ARE Key Workers?

        At the time of writing we are all in lockdown because of Coronavirus, but hopefully by the time you read this, things...

        Estate and Inheritance Tax Planning Toolkit

        At Magenta we help clients to build plans for their future security and happiness...

        Later Life Toolkit

        At Magenta we help clients to build plans for their future security and happiness...

        Millenial Toolkit

        At Magenta: we help clients to build plans for their future security and happiness....

        Divorce Planning Toolkit

        At Magenta we help clients to build plans for their future security and happiness...

        Retirement Planning Toolkit

        At Magenta we help clients to build plans for their future security and happiness...

        Get in touch

        Send a message

        By completing the data contact form below you are giving consent for Magenta to use your data to contact you directly about the services we can provide to you. Your data will be kept securely and not provided to any third parties. After initial contact is made, if you do not become a client this data will be destroyed. You can read our full Privacy Policy here.