November Vlog

November 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...
October Vlog

October 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...
September Vlog 2023

September Vlog 2023

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...
July Vlog 2023

July Vlog 2023

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...
June Vlog 2023

June Vlog 2023

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...
May Vlog 2023

May Vlog 2023

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...