It’s been another busy week here at Magenta!
This week we’ve welcomed Rebecca back to the office, after her intensive Certified Financial Planner study course last week. This qualification is one of the highest standards you can achieve in our profession, and a real challenge, so we have all our fingers crossed that later this year Rebecca will be able to report to you all that she has passed and can use the letters CFPTM after her name!
Gretchen hosted the quarterly CISI meeting with other professionals in the South Wales region and welcomed various speakers to Wales, including Matt Yeates from 7IM and Dave Hughes from TIME Investments. These events are key in the local calendar and always received well.
Finally, keep an eye out for our new videos on social media and YouTube, where Gretchen and Julie are talking about the basics of ISAs and benefits of pensions. If you have a topic you would like us to cover, please let us know.