by Gretchen Betts | Jul 11, 2018 | Case Studies, Testimonials
Simon’s Story After my father died, my brother and I inherited the family property company in equal shares. It was agreed that I would run the company and take a salary for doing so, while my brother pursued other career interests. When I originally approached Julie...
by Gretchen Betts | Feb 14, 2018 | Case Studies
I was introduced to Magenta by a friend of mine who encouraged me to make an appointment after my divorce was finalised. Having been married for many years, I was used to my ex-husband taking control of all the finances, so when we divorced I felt scared and very...
by Gretchen Betts | Feb 5, 2018 | Case Studies, Technical
Question: I recently learned that an elderly Aunt has left me some money. This has thrown me into a bit of a quandary as I wasn’t expecting it and I can’t yet make up my mind whether it is a lovely surprise or an onerous responsibility. Can you give me some advice...
by Gretchen Betts | Sep 11, 2017 | Case Studies
I first met Julie in 2004 and at this time I was in a bit of a mess. I had lost both my parents and I had no real idea about what my future life, after my children left home, would look like. I found Julie’s style and philosophy refreshing, with a focus on living a...
by Gretchen Betts | Sep 8, 2017 | Case Studies
I first met Julie Lord and her team over ten years ago, when I was facing an uncertain future and wanted some reassurance and clarification. The forecasting and advice which I received then enabled me to plan a way forward and take control of my finances. Since then,...
by Gretchen Betts | Aug 29, 2017 | Case Studies
My Situation 20 years ago I was a 24 year old weapons engineer in the submarine service, I was looking forward to a new assignment in the South Atlantic. That was before I broke my neck during a fall whilst on holiday, changing my life forever. My lawyers were certain...
