by Gretchen Betts | Mar 28, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! Since my last recording, we’ve had another budget and Jeremy Hunt made a few changes to National Insurance and some other small tweaks. The main highlights are: The main rate of Employee National Insurance (Class 1) will be reduced...
by Gretchen Betts | Feb 23, 2024 | Vlog
Welcome to my February Vlog! Tax year-end is just around the corner, so let’s make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs &...
by Gretchen Betts | Jan 25, 2024 | Vlog
It’s back! Gretchen’s first VLOG of 2024! First off, a huge congratulations to our Trainees, Holly and Mollie, who both took and PASSED exams before Christmas. Clap emoji Last week we held our annual strategy off-site. We spent time as a team talking about our goals...
by Gretchen Betts | Nov 24, 2023 | Vlog
Gretchen’s VLOG this month celebrates team successes including: ✨ Gretchen was awarded Best Financial Advisor in Wales for the second year in a row from the Women in Financial Advice Awards. ✨ Aled achieved his diploma in Financial Advice after months of intense...
by Gretchen Betts | Oct 26, 2023 | Pension, Vlog
Gretchen’s VLOG this month focuses on the State Pension, a top topic this year in the press. Specifically covering the following areas: Triple Lock Change to State Pension Top-Ups Women – Under-Paid State Pension entitlement As with many financial topics, State...
by Geraldine Strong | Sep 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in September discusses Magenta celebrating turning 7 years old this month with a new branding photo shoot to introduce new members joining the team! In October Gretchen is recording an Investment Summary with Timeline and EQ Investors, the Investment...
