by Gretchen Betts | Mar 22, 2021 | Case Studies, Testimonials
Recently, our lovely client Jane, recorded a video remotely for us, talking about our service and how we have supported her and her mother since she became a client. We wanted to share this with you! You can watch the video content here. For all our Client and...
by Gretchen Betts | Mar 25, 2019 | Case Studies
The world of personal finance is complex, financial education is sadly lacking and media reporting is confusing and frightening. In addition, you will have questions: Is it too late to save for retirement? Should I invest in the stockmarket? When can I stop...
by Gretchen Betts | Mar 11, 2019 | Case Studies
More school students want money lessons Financial education is failing to help young people despite the vast majority wanting regular money lessons at school, according to new research. A growing number of young people – 83% – say they want to learn more about money...
by Gretchen Betts | Sep 27, 2018 | Case Studies
Dick and Sue – Client story and Testimonial Over the last few years we’ve been speaking to Magenta specifically about our estate planning and Inheritance Tax. As parents to three daughters and four grandchildren, our priority has been to put the right steps in...
by Gretchen Betts | Aug 15, 2018 | Case Studies, Guest Blogs
Interview with Justin Urquhart Stewart This week, we return to the second instalment of our interview with Co-founder of Seven Investment Management (7IM), Justin Urquhart Stewart. Last week, Justin reflected on how his family experiences shaped his understanding and...
by Gretchen Betts | Aug 14, 2018 | Case Studies, Guest Blogs
Interview with Justin Urquhart Stewart Join us as Julie Lord, CEO of Magenta Financial Planning, asks Justin Urquhart Stewart, Co-founder of Seven Investment Management (7IM) about his financial experiences and how they have shaped his life. This week we explore how...
