by Gretchen Betts | Dec 1, 2022 | Financial Planning, Uncategorized
Most people are familiar with the term “Financial Advisor” or “IFA” but at Magenta we are Financial Planners and people regularly ask us what the difference between the two is. In many countries, the use of the title “financial planner” is tightly controlled and...
by Gretchen Betts | Nov 23, 2022 | Vlog
Gretchen’s monthly Vlog discusses the latest financial topics from Magenta Financial Planning in November 2022 The topics this month include: The Autumn Statement – by Jeremy Hunt Inflation Staff News and Charity Commitments up to Christmas You can watch the full...
by Gretchen Betts | Nov 5, 2022 | Financial Planning, Wellbeing
What does an Annual Planning (review) meeting look like at Magenta? The Annual Planning meeting, or as many clients like to call it – the Review Meeting – is an important date for both clients and your financial planner at Magenta. A lot can happen in a year and...
by Gretchen Betts | Nov 3, 2022 | Vlog
Gretchen’s monthly Vlog discusses the latest financial topics from Magenta Financial Planning in October 2022 The topics this month include: The Revised Mini Budget – by Jeremy Hunt The Prime Minister’s Resignation – Liz Truss New Model Advisor Top 100 You can watch...
by Gretchen Betts | Oct 28, 2022 | Christmas, Financial Planning
There’s no doubt about it, Christmas is fast approaching! So what can you do to keep your finances on track? Our 20 Christmas money-saving tips can help you enjoy Christmas and avoid going into a ‘cold sweat’ when the credit card bill comes during January. Remember,...
by Gretchen Betts | Oct 24, 2022 | Financial Planning, Pension
If you’re employed, your employer must provide a pension that both they and you pay into, unless you opt-out. This has been in place since 2012 and most employers had to comply by 2017. As a result, most of us will have more than one pension, usually as a result of...
