by Gretchen Betts | Jul 7, 2023 | Financial Planning
Whilst as financial planners Magenta primarily focus on managing and improving your financial situation, there are many non-financial benefits that come with collaborating closely with a financial planner. Here are some key advantages: Goal Clarity Magenta can help...
by Gretchen Betts | Jun 29, 2023 | Financial Planning
The world of personal finance is complex, financial education is sadly lacking and media reporting is confusing and frightening. In addition, you will have questions: Is it too late to save for retirement? Should I invest in the stock market? When can I stop...
by Geraldine Strong | Jun 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in June discusses Artificial Intelligence (AI) including the minute-taking AI tech that Magenta have been trialling. AI is a hot topic globally and we explore the pros and cons, specifically around AI for Financial and Client Services. Watch Gretchen’s...
by Gretchen Betts | Jun 1, 2023 | Guest Blogs
A huge thanks to Heather, who we recently asked to write a guest blog for Magenta. This question often comes up with clients, friends, and relatives– so we thought it would be a great opportunity to cover the topic and expand with some top tips from a Professional...
by Gretchen Betts | May 24, 2023 | Financial Planning, Vlog
May has been a busy month for Magenta, with working hours compressed due to Bank Holidays, and missing Mandy in the office (who is now back and easing her way back into a routine, recovering well!) Jamie attended the CityWire Impact Retreat, learning about...
