by Gretchen Betts | Jul 26, 2019 | Financial Planning, Money talks
When Julie Met Glenda! Glenda May Jackson CBE, is an actress and former Labour Party politician. She was born in Birkenhead on the Wirral, where her father was a builder, and her mother worked in shops and as a cleaner. She was educated at the West Kirkby Grammar...
by Gretchen Betts | Jul 22, 2019 | Financial Planning
A good financial planner is a coach not a salesperson At Magenta we’re strong advocates of using our coaching skills to help build long lasting client relationships through improved communication and empathy. As experts in our field, we have the technical...
by Gretchen Betts | Jul 10, 2019 | Lifestyle, Wellbeing
Statistics show the Inheritance taboo costs £80k each in unnecessary tax At Magenta we always encourage our clients to talk to their parents or their children about their money and especially about what will happen about inheritance tax when someone dies. Families...
by Gretchen Betts | Jul 8, 2019 | Financial Planning, Money, Wellbeing
At Magenta we often talk to clients who want to help their family with financial issues – it might be paying care costs for elderly parents or helping children onto the property ladder. By working together we can often find ways to include family help in their...
by Gretchen Betts | Jul 1, 2019 | Financial Planning, Money
Do you have a disaster plan? Emergencies can strike anybody at anytime. Most emergencies will require some kind of financial intervention. We can’t control emergencies, but we can be prepared, especially financially. Having an emergency fund in place will provide...
