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Financial Coaching

Financial Coaching

by Gretchen Betts | Nov 23, 2020 | Financial coaching, Financial Planning, Lifestyle, Women and finance

Why is it important and what difference will it make? There seems to be a lot of talk about financial coaching at the moment as if it is a new thing that everyone should be considering. Well it isn’t! At Magenta we have always worn three hats when helping clients...
3 Things Women Want from a Financial Planner

3 Things Women Want from a Financial Planner

by Gretchen Betts | Nov 16, 2020 | Financial Planning, Women and finance

At Magenta we have a lot of experience in working with women who want (or need) to get a better handle on their financial affairs to ensure that they have a secure and happy future which allows them to pursue their own individual passions. We have written previously...
New Model Adviser Top 100

New Model Adviser Top 100

by Gretchen Betts | Nov 10, 2020 | Financial Planning, Magenta Team, Women and finance

“Wales’ Magenta is passionate about improving the experience of financial planning for women – either as a client or an adviser. A new website and brand refresh for Magenta saw it introduce the strapline ‘planning with passion’ and use three avatars representing...
The Magenta Team and Covid Life Lessons!

The Magenta Team and Covid Life Lessons!

by Gretchen Betts | Nov 9, 2020 | Financial Planning, Lifestyle, Magenta Team, Women and finance

2020 has been a strange time for everybody and the team at Magenta are no exception As well as all of the changes going on in the world, we have had a couple of changes of our own. Our team looks slightly different to the one we started with this year – we’ve waved...
Brian & Sue’s Testimonial

Brian & Sue’s Testimonial

by Gretchen Betts | Nov 1, 2020 | Financial Planning, Impact Investing, Investments, Magenta Team, Testimonials

Long term advice from the Magenta team (and their earlier manifestation as Cavendish Financial Management) has meant that we had the confidence to retire in our early 50’s. Their advice enabled us to make this life choice with confidence and they have continued to...
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