by Gretchen Betts | Apr 11, 2021 | Financial Planning, Toolkit
We are delighted to announce that our Magenta Manual is now available as a digital version as requested by many of our clients who want to keep all their important information electronically in one safe place. The first paper version of the Manual was given to all our...
by Gretchen Betts | Apr 5, 2021 | Financial Planning, Money, Wellbeing
Very broadly speaking there are 2 types of financial adviser. There are those for whom the most important factor in your relationship equation, is your money and then those who understand that putting what you want out of life at the centre of things, is the proper...
by Gretchen Betts | Mar 29, 2021 | Magenta Team
This week we would like to introduce to you the newest member of the Magenta team, Jamie Flook. Jamie joined us in February as a Financial Planner and is looking forward to getting to know you over the coming months. We’ve asked Julie to take some time off from...
by Gretchen Betts | Mar 22, 2021 | Case Studies, Testimonials
Recently, our lovely client Jane, recorded a video remotely for us, talking about our service and how we have supported her and her mother since she became a client. We wanted to share this with you! You can watch the video content here. For all our Client and...
by Gretchen Betts | Mar 15, 2021 | Retirement, Wellbeing
Have you ever played the game of categories where you have to find the A-Z of a particular list eg countries – Austria, Belgium, Canada etc. I played it recently (via Zoom!) and it got me thinking about the category of “Happy Retirement” now that I have...
