Simon’s client story

Simon’s client story

My Situation 20 years ago I was a 24 year old weapons engineer in the submarine service, I was looking forward to a new assignment in the South Atlantic. That was before I broke my neck during a fall whilst on holiday, changing my life forever. My lawyers were certain...
A big Magenta welcome!

A big Magenta welcome!

A big Magenta welcome to Adam Lawler, our Trainee who has started this week. Adam has just left school and will be working on developing his skills in financial planning to become a Paraplanner. Adam will be studying alongside work at the University of South Wales,...
Facing a divorce? ~ How to sort out your finances

Facing a divorce? ~ How to sort out your finances

It can be difficult to have cool-headed conversations about your finances when you’re getting divorced. But if you spend time now talking through the financial implications of your separation and making sure everything is in order, it should mean fewer problems...
Looking for a Financial Planner?

Looking for a Financial Planner?

Looking for a Financial Planner? Here’s some questions to ask: Do they offer an initial consultation at no cost to you? Do you like and trust them? Do they understand your concerns and goals? Do they tell you upfront what the fees and charges are likely to be?...
3 things that happened at Magenta this week

3 things that happened at Magenta this week

Magenta is settling into the new office well and we welcomed the first clients for meetings here this week! In addition: We were filmed for the Bridgend Business Forum Awards – Magenta is shortlisted for Start Up Company of the Year. The awards ceremony is in...