It’s the end of the 2nd week of January and Magenta has been getting back into routine after the Christmas break. We’ve some exciting things coming up in the first part of 2018 already!
Magenta is now offering an additional service – providing advice and drafting of legal documents (via Lockyers Ltd), such as Wills and Powers of Attorney for our clients. This means our clients can ensure their documents are in order without the hassle of having to engage a separate solicitor – a one stop shop!
Gretchen is now President of the Chartered Institute of Securities and Investments (CISI) Wales Branch and looking forward to doing her part to encourage high level standards of advice within the financial planning profession.
Magenta is finalist in the Professional Adviser Awards 2018 – and hope to maintain the title of ‘Financial Adviser of the year – Wales’ for another year!