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How is a Pension different from an Investment Portfolio? By Jamie Flook

How is a Pension different from an Investment Portfolio? By Jamie Flook

by Gretchen Betts | Sep 20, 2022 | Financial Planning, Investments, Pension

This is something we get asked a lot and we understand why! The different financial labels really don’t help in understanding what these things are, how they differ and how they are the same. So, are they the same, or different? The short answer is that they are...
Magenta’s June Vlog – from Gretchen Betts

Magenta’s June Vlog – from Gretchen Betts

by Gretchen Betts | Jun 20, 2022 | Financial Planning, Investments, Vlog

Gretchen’s Monthly Vlog will detail the 3 Top Topics which Magenta have been discussing with their clients. In June the following topics were discussed Investment Markets State Pension Forecasts Fun, Travel and Covid To view the Vlog for June click...
Magenta’s Top Tips for Tax Year-End – By Jamie Flook

Magenta’s Top Tips for Tax Year-End – By Jamie Flook

by Gretchen Betts | Mar 14, 2022 | Cash flow, Financial Planning, Financial Planning, Investments, ISA, Money

We’re not far away from the end of another tax year, so with many allowances being “use it or lose it”, what are the key things you need to think about before 5th April? Invest in your ISAs! Individual Savings Accounts (ISAs) allow your savings to grow free of income...
12 Habits of Successful Investors

12 Habits of Successful Investors

by Geraldine Strong | Jan 17, 2022 | Financial Planning, Investments, Uncategorized

Over the years, we have been asked on many occasions about how to become a successful investor and make the most money. At Magenta we know that showing people how to get the most out of their time on the planet, is more important than making money, but also that...
What is a Money Habitude? By Jessica Geere

What is a Money Habitude? By Jessica Geere

by Gretchen Betts | Jan 10, 2022 | Financial Planning, Investments, Lifestyle, Money, Wellbeing

A Habitude is a combination of habits and attitudes that reveal the ingrained thoughts, feelings and behaviours that influence our decisions and actions. We have used money habitudes over a number of years to understand our clients’ habits and feelings towards money....
Good Money Week

Good Money Week

by Gretchen Betts | Oct 4, 2021 | Advice, Climate change, Climate change, Financial Planning, Impact Investing, Investments

It’s Good Money Week! This is the week where 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...
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