by Gretchen Betts | Aug 16, 2021 | Awards
In Financial Services we are entering awards season! 2020 was a washout for awards, but this year, adapting to the new normal, most awards are running and at Magenta we’ve been shortlisted for a number of awards. We’re always proud to showcase being shortlisted or...
by Gretchen Betts | Nov 11, 2019 | Awards, Financial Planning
“Not only is the firm’s branding brightly coloured, but advisers Julie Lord and Gretchen Betts have bags of personality!” We are delighted to announce for the third year in a row that we have been named a ‘Top 100’ Financial Planning Firm by New Model Adviser. NMA...
by Gretchen Betts | Feb 11, 2019 | Awards
Just a short note to let you know that Magenta has started 2019 with a bang! We have been judged by our peers (and helped by some kind client comments) to be the Best Financial Adviser firm in Wales (twice) with the best Paraplanner (Rebecca) and a top 100 firm in the...
by Gretchen Betts | Jan 18, 2019 | Awards
We are delighted to announce that Magenta won the Citywire New Model Adviser of the Year Award 2019 in Wales. The New Model Adviser awards were held in London on the 10th January 2019 as part of the New Model Adviser annual conference and were hosted by former...
by Gretchen Betts | Dec 17, 2018 | Awards, Lifestyle, Magenta Team
What a year! It’s been a busy 12 months here at Magenta HQ. As we entered into and celebrated our second year, we saw our team grow and client’s blossom. Join us as we look back at our top moments of the year. Celebrating 2 wonderful years growing the Magenta team and...
by Gretchen Betts | Nov 9, 2018 | Awards, Magenta Team
New Model Adviser Top 100 Financial Planning Firms 2018 We are delighted to announce for the second year in a row that we have been named a Top 100 Financial Planning Firm 2018 by New Model Adviser. In creating the Top 100 list, NMA analysed business data such as...