I contacted Julie Lord over 17 years ago when my sons were very young and I needed someone to help me formulate a sensible financial plan for the future. My financial forecast back then did not look very promising, but she reassured me that it would look better over time, with some better organisation and a commitment to regular savings.

Julie has encouraged me to focus on what was important to me and what I wanted to get out of my life. She has always been interested in me and my family and what we want to achieve and less so in my money.

So now here I am age 57 with an eye on my retirement and I am very happy to say that with her guidance and leadership and the continued support of Magenta, my financial forecast looks much better and I feel confident and reassured that I will be able to do everything I want to without having to worry about my money.

I am also very happy that Magenta will also be able to give my, now adult, sons the same sound advice going forward.