by Gretchen Betts | Nov 28, 2016 | Testimonials
We recieved this wonderful Testimonial last week from our clients, John and Helen: “Approximately 12 years ago, we were fortunate enough to begin our association with Julie Lord and her team (now Magenta Financial Planning), entrusting them with the management...
by Gretchen Betts | Nov 24, 2016 | Technical
Yesterday Philip Hammond presented his first Autumn Statement as chancellor. We’ve put together this short summary of the key points we believe our clients should know about. If you have any questions, please do not hesitate to contact the Magenta Team. Click...
by Gretchen Betts | Nov 22, 2016 | Lifestyle, Magenta Team, Technical
At Magenta we regularly get asked about the costs of long term care and whether this will need to be privately funded. Normally these questions come at a highly pressured and emotional time for familes, when the decision of whether or not care is required is no longer...
by Gretchen Betts | Nov 17, 2016 | Lifestyle, Technical
Savers face real money misery £10,000 in a high-street savings account today will be worth £9,669 after two years if the latest official inflation figures prove correct. These calculations are based on this month’s revised two-year CPI inflation forecast of 2.7%...
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...
