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...
by Gretchen Betts | Jul 20, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in July discusses Magenta’s ‘Inheritance Tax’ Webinar, which was live on 6th July, and is available to watch on our YouTube channel – see links in bio. It’s also the holiday season, and Magenta will look a feel a little different during the month of...
by Geraldine Strong | Jun 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in June discusses Artificial Intelligence (AI) including the minute-taking AI tech that Magenta have been trialling. AI is a hot topic globally and we explore the pros and cons, specifically around AI for Financial and Client Services. Watch Gretchen’s...
by Gretchen Betts | May 24, 2023 | Financial Planning, Vlog
May has been a busy month for Magenta, with working hours compressed due to Bank Holidays, and missing Mandy in the office (who is now back and easing her way back into a routine, recovering well!) Jamie attended the CityWire Impact Retreat, learning about...
