Magenta Financial Planning
  • Who we help
  • What we do
    • Approaching and in retirement
    • Business owners and busy people
    • Planning around a major life change
  • Who we are
  • Blog & Resources
    • Blog
    • Videos
    • Toolkits
  • Client login
  • Contact us
  • FB
  • TW
  • LI
  • INST
Select Page
The Magenta Manual – Digital Version!

The Magenta Manual – Digital Version!

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...
Your money or your life?! What’s most important to your financial adviser? By Julie Lord

Your money or your life?! What’s most important to your financial adviser? By Julie Lord

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...
Introducing our new Financial Planner – Jamie Flook

Introducing our new Financial Planner – Jamie Flook

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...
I trust them implicitly, no doubt that they have our best interests at heart

I trust them implicitly, no doubt that they have our best interests at heart

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...
The A-Z of Happy Retirement – by Julie Lord

The A-Z of Happy Retirement – by Julie Lord

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...
« Older Entries

Subscribe

Recent articles

  • The Magenta Manual – Digital Version!
  • Your money or your life?! What’s most important to your financial adviser? By Julie Lord
  • Introducing our new Financial Planner – Jamie Flook
  • I trust them implicitly, no doubt that they have our best interests at heart
  • The A-Z of Happy Retirement – by Julie Lord

Our blog archive

  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • Home
  • Who we help
  • What we do
  • Who we are
  • Blog & Toolkits
  • Contact us
Magenta Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales number 10055304.

Please find our privacy policy here.
Hosted By Blue Sword
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

SAVE & ACCEPT