by Gretchen Betts | Nov 27, 2023 | Budget
On Wednesday of last week, Jeremy Hunt unveiled his Autumn Statement. Despite speculation about potential reductions in inheritance tax, no adjustments were made. The major announcement centered around the reduction in National Insurance, while tax thresholds, as well...
by Gretchen Betts | Nov 24, 2023 | Vlog
Gretchen’s VLOG this month celebrates team successes including: ✨ Gretchen was awarded Best Financial Advisor in Wales for the second year in a row from the Women in Financial Advice Awards. ✨ Aled achieved his diploma in Financial Advice after months of intense...
by Gretchen Betts | Nov 15, 2023 | Christmas, Financial Planning, Wellbeing
The festive season is a time of joy, togetherness, and celebration. It’s also a time when our wallets can take a hit due to the expenses that come with gift-giving, decorating, and hosting gatherings. However, with some careful planning and smart choices, you...
by Gretchen Betts | Nov 9, 2023 | Guest Blogs, Technical
In October Allyson sat down with Myles Peart, CEO of Netsec Limited to discuss cyber risk and what individuals and businesses can do to protect themselves in the online world. They discussed areas such as terminology and what it means, and what someone should do if...
by Gretchen Betts | Nov 2, 2023 | Retirement
So, you’ve decided when you’re going to retire, and you know what you’re going to do in the days leading up to your final day in work. You might even have some long-term goals that you know you want to achieve during the years of retirement you have ahead of you. But...
by Gretchen Betts | Oct 26, 2023 | Pension, Vlog
Gretchen’s VLOG this month focuses on the State Pension, a top topic this year in the press. Specifically covering the following areas: Triple Lock Change to State Pension Top-Ups Women – Under-Paid State Pension entitlement As with many financial topics, State...
by Gretchen Betts | Oct 19, 2023 | Financial Planning, Investments
Gretchen recently had a discussion with Tertius Bonin, Assistant Portfolio Manager from EQ Investors, and Laurentius van den Worm, Investment Strategist from Timeline about the markets over the past 12 months, how Bonds and Equities are behaving, inflation, and what...
by Gretchen Betts | Oct 12, 2023 | Financial Planning, Lifestyle, Money, Women and finance
Are you a woman in business, an entrepreneur or an executive managing a team? From experience, I know that being an entrepreneur and business owner or exec isn’t always easy, especially for women. In fact, it can be quite hard to call oneself an entrepreneur – the...
by Gretchen Betts | Oct 6, 2023 | Magenta Team
Autumn is upon us and we are starting to see the lovely warm weather and light evenings turn to colder and darker skies. We know change is not always a bad thing, and just like the change of seasons, Magenta has seen some changes recently – we’re keen to embrace...
by Gretchen Betts | Sep 28, 2023 | Financial Planning, Impact Investing
This is the week when those in our profession and the investment industry focus on money that’s good for people, the planet, and your pocket. This is a national campaign to help grow and raise awareness of sustainable, responsible, and ethical finance. It’s not...