We have enough knowledge, experience and skill to ensure that your financial and other affairs are organised to best effect to achieve your goals.
Our team will provide continuing care and guidance for you and your family. We will sympathetically challenge your thinking to find out what you really want out of life, create and maintain a robust plan to maximise your chances of achievement and make the necessary changes if circumstances affect your progress.
Meet the friendly Magenta team below…
Chief ExecutiveJulie is a Certified Financial Planner, a Chartered Financial Planner and a Chartered Wealth Manager.
Julie has 2 daughters – Mary and Annie and lives in Chepstow. She is a keen skier, golfer and cyclist and loves travelling. She plays tenor saxophone in the Chepstow Big Band and loves all types of music. Last year she gained her motorbike licence and also learned how to do tricks on a trapeze. She has also recently taken a music theory exam and achieved her MSA rally driving licence!
ParaplannerRebecca thought she wanted to pursue a career in marine biology and went to study at Plymouth University where she gained her power boat licence and a healthy fear of deep sea diving. It subsequently emerged that she is a very analytical and prefers the more rigid discipline of financial planning and she attained her Regulated Diploma in Financial Planning in 2015.
In her spare time, Rebecca enjoys music festivals with friends, imagining herself on Broadway and discovering new films with her husband Miff.
Trainee ParaplannerCarly has worked in financial services since she left school. In her spare time, she is kept busy by being a mum taxi for her two sons Lucas and Osian and baking cakes with her daughter Olive. She enjoys camping and weekends away with her family and going to watch live music with her husband Stuart.
Fluffy MotivatorBasil is our youngest and fluffiest team member. Basil lives with our MD, Gretchen and was adopted from Cats Protection Bridgend. He’s a classic Tabby Persian and is 5 years old. He enjoys chasing balls and feathers, frequent napping and is keen to learn to add and subtract. Basil is not permitted to give any financial advice.
Managing DirectorGretchen is a Certified Financial Planner and Chartered Wealth Manager.
Gretchen holds a BA (hons) in Ceramics and when she is not working, likes experimenting with all types of art and craft, including felt making, painting and crochet. She enjoys spending time with her family and friends, travelling to explore new places and entertaining her Persian cat, Basil.
Office ManagerMandy has worked closely with Julie since 2002 and holds her Diploma in Financial Planning. She initially trained as a medical laboratory scientific officer and has an HNC in medical microbiology. Mandy lives close to the sea in the West Wales countryside and, when she is not working, enjoys her beautiful surroundings, her 4 grandchildren, various crafts and is a member of her local book club.
AdministratorVal has over 20 years’ experience within financial services as an administrator. In her spare time she enjoys going for long walks along the coastal paths of West Wales and arranging exotic holidays for her and her husband, Graham and they have recently been to China, Hong Kong, San Francisco, Iceland and Finland. She recently became a Grandmother for the first time!