by Gretchen Betts | Nov 15, 2016 | Case Studies
Melanie and James are long standing clients of Julie’s and originally came to us (when trading as Cavendish) in 2008 and told us about their dream. They wanted to buy a yacht and sail around the world. James worked in a high pressure IT sales role and Melanie was a...
by Gretchen Betts | Nov 9, 2016 | Lifestyle, Magenta Team, Technical
So, its happened again. The polls were wrong, the betting was wrong, and the markets were wrong. Donald Trump is now the US President elect. No one can change anything and, now, we will have to watch to see how things pan out. However, many of you will be wondering...
by Gretchen Betts | Nov 8, 2016 | Lifestyle, Magenta Team
This year Julie has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and the importance of loving your job and work-life balance. It was 1986 and I saw an advert in a Bristol...
by Gretchen Betts | Nov 2, 2016 | Lifestyle, Magenta Team
We are very proud to be sponsoring Chepstow Community Big Band this year! Here’s some recent photos of the band at the #cisi annual Financial Planning conference.
by Gretchen Betts | Nov 1, 2016 | Lifestyle
At Magenta, we want to help our clients create a plan for their finances that helps them to live a life that is financially secure and filled with happiness. “Wealth is the ability to fully experience life,” said Henry David Thoreau. Certainly creating a financial...
