by Gretchen Betts | Sep 27, 2021 | Advice, Lifestyle, Money
If you’ve visited our website recently you may have noticed that we have added a new page under the ‘who we help’ section of the website, entitled ‘Positive Impact’. You can visit this page HERE. If you visit the page you’ll see that we’ve created a free guide to...
by Gretchen Betts | Sep 20, 2021 | Financial Planning, Money, Pension, Retirement
In writing this post I looked for a quote about ‘getting to know someone’, but quickly gave up because it isn’t overly authentic to me. Being authentic, or ‘true to myself’, is one of my personal values. As financial planners it is important that we get to know what...
by Gretchen Betts | Sep 13, 2021 | Diversity, Financial Planning, Inclusion, Lifestyle
As most of you will know, until recently Magenta had been an all-female work force. Whilst for those of you who have been clients a long time, this is just something you are used to – this certainly bucks the trend in the wider Financial Service Profession,...
by Gretchen Betts | Sep 9, 2021 | Financial Planning, Money, News, Wellbeing
This week the government announced reforms to social care, increasing National Insurance and Dividend Tax. Whilst National Insurance increases will be applied across all of the United Kingdom, the details around whether the new social care cap is to be adopted in...
by Gretchen Betts | Sep 6, 2021 | Financial Planning, Lifestyle, Money, Wellbeing, Women and finance
Financial independence isn’t just about how much money you have. It’s about having the knowledge you need in order to be confident in making your own financial decisions. Female or male, single or married, we all need to be in control of our financial...
