by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...
by Geraldine Strong | Jan 25, 2023 | Magenta Team, Vlog, Wellbeing
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
by Gretchen Betts | Dec 15, 2022 | Vlog
Gretchen’s monthly Vlog is shorter this month, and covers the following topics: Magenta’s Economic Update Webinar Local Food Banks Christmas Update Please feel free to share this content if you think this could be of interest to someone you know, or your social...
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 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 | Sep 28, 2022 | Vlog
This month Gretchen discusses what we have learnt from Queen Elizabeth II – the longest reigning Monarch in British history. Visit Magenta’s You Tube Channel to watch the full video https://youtu.be/3_9NO7ZaXVQ The topics this month include: What can we learn...
