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We know that thinking about money can be daunting.
That's why we focus on you, before anything else.
One of the most empowering experiences in life is feeling truly heard. We make sure that we understand you, your family and your goals in life before looking at your financial situation.
Our mission is to help you feel more organised, secure and happy that you're making the right financial decisions - to live the life you want without worry. We're here to ensure you pursue your passions and can live a life of freedom.
What's next for me and my family?
You may be planning “what next?” and have key things you want to achieve, but need help with the financial steps to take, or to cut through the financial jargon.
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Where do I start?
Your spouse or partner may have been in control of the finances in the past, and now you need some guidance on how and where to organise everything in your financial life.
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My personal circumstances have changed
You have had a big change in your life - for example, a divorce, bereavement, health or career concerns - and you now need to understand how these affect your finances.
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I'm at a milestone in my life
You've reached a turning point in your life - such as marriage, retirement, or inheritance - and you don't know how to financially navigate it.
"Don't be afraid.
Be focused. Be Determined. Be hopeful. Be empowered."
- Michelle Obama
What we do
Our main purpose is to help you navigate the future with confidence and build a plan that gives you peace of mind. This means we are specialists in a number of areas:
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Retirement Planning
We help you to identify what retirement means to you and how you can structure your finances to achieve your goals & objectives.
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Pensions & Investments
We know that these types of things can be confusing and full of jargon. We help to simplify your finances and make them easier for you to understand.
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Cashflow Forecasting
We use the best technology available to show you how your future looks in front of your eyes, and how much is enough to do the things you want.
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Life & Health Insurance
Family is the most important thing to most of us, and you want to ensure that if the worst were to happen, your family would be protected.
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Inheritance Tax Planning
You want to ensure that you leave a great legacy for the next generation. We can help you to make sure that you do this in a tax-efficient manner.
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Intergenerational Planning
Wealth transcends generations, and we can help you to ensure that your wealth gets passed down correctly and in a way that helps your loved ones.
The Magenta Way...
Our team strive every day to offer a friendly, caring and non-judgemental experience that builds trusted relationships with our clients.
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Understanding You
First, we get to know you and find out about your passions and what is important to you.
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Create a plan
Next, we work together to create a robust future-proof plan, exploring various options for you.
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Ongoing Support
With the plan in place, we keep you on the right track, empowering you to pursue your passions and improve your financial well-being.
Over 30 Years' of Listening.
We're not here to show off our qualifications or steamroll the conversation. Real financial planning is defined by the amount of time we listen, not by how much we talk.
Over the years, our friendly team have helped hundreds of families feel more confident with their money and achieve their dreams.
Alex's story
Hear Alex's story about how the team at Magenta Financial Planning helped her to increase her confidence in the future.
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