Magenta is delighted to hold the following accreditations and memberships:
Magenta is an Accredited Practice Member of the Initiative of Financial Wellbeing.
Financial Wellbeing is the study and application of how money can make us happy and we’re delighted to hold this as one of our accreditations.
The Initiative for Financial Wellbeing, or IFW for short, is for members of the financial advice, financial planning, and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier.
The Women In Investment Awards celebrate the fantastic role models and achievements of women in the Investment sector.
In 2021 Gretchen won the Wealth Manager of the Year Award.
The Women in Financial Advice awards celebrate the achievements of women working within financial advice and also the financial services sectors that work to provide solutions for their clients. Judged by peers in the profession, these awards are prestious in our community and highly regarded.
In 2022, Gretchen won the Financial Adviser of the year in Wales category. She was also awarded Highly Commended in 2021
Gretchen is a Certified Financial Planner (CFP). This is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Becoming a CFP is one of the most difficult and stringent processes in terms of financial advisers.
Magenta is a proud Associate Firm of the Personal Finance Society.
This shows that Magenta uphold and demonstrates the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.
Another of our accreditations is that we are a Climate Positive Business. Magenta’s contribution helps plant trees and alternative energy. Offsetting all emissions from each employee, both in their personal and professional life.
UKSIF help its members to grow sustainable and responsible finance in the UK. As a member, with this as one of our accreditations, Magenta can actively shape policy and best practice in this field and contribute to their policy and regulatory consultation responses.
UKSIF can ensure that our business, and our clients views are heard.
This is the profession’s gold standard for firms of Financial Planners. Accreditations like this confirm that we have satisfied rigorous qualification criteria by retaining highly-qualified staff committed to continuing professional development and adherence to a Code of Ethics.
This is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to this Charter are pledging to be the best businesses in the sector.
The Charter reflects the government’s aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture, and is increasingly attractive to investors.
Magenta continually works towards being a Dementia Friendly business. A dementia-friendly community is a city, town or village where people with dementia are understood, respected and supported. Giving them the confidence that they can contribute to community life.
Finalist in the Finance Wales Awards 2021
Magenta is a finalist in the Finance Wales Awards in the IFA/Wealth Manager of the Year category. Winners to be announced later this year.
Finalist in the Women in Financial Advice Awards 2021
Magenta is a finalist in the Women in Financial Advice Awards in the IFA/Wealth Manager of the year category as well as for our Contribution to Diversity and Inclusion. Winners to be announced later this year.
TOP 100 New Model Adviser (2017-2020)
Magenta is proud to have been named consistently in this prestigious list and highlighted amongst many of our peers and other businesses that strive for the highest levels of professional standards and working hard for clients.
This list represents the top 100 advisers in the UK, by the professional magazine, New Model Adviser.
We also won the award for Best Firm in Wales in 2019.
Professional Adviser – Adviser of the year in Wales (multiple years)
To obtain the title of ‘Adviser Firm of the Year – Wales’ Magenta completed a rigorous case study and assessment, judged by our professional peers and financial specialists. We’ve won this award twice, in 2017 and 2019.