by Gretchen Betts | Mar 10, 2023 | Magenta Team
Almost 6 years ago I wrote a Blog ‘why smaller is better’. This month, Gretchen asked me to revisit this and update it with my experiences and thoughts over the period that has since elapsed and share this with you… so here goes! I have worked with some of Magenta’s...
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 | Aug 24, 2022 | Magenta Team
Another year has flown by, and this week, Magenta is celebrating 6 years in business! As you can imagine, a lot has happened over six years, and the business has certainly changed from those early first days, with new technology, new faces and a new office! Firstly,...
by Gretchen Betts | Aug 1, 2022 | Magenta Team
After such a difficult 2 years we really wanted to get the team out of the office for some well-deserved fun and team building. Finding something that everyone was able or wanted to do wasn’t as easy as it first seemed. We’re a varied team in age and...
by Gretchen Betts | May 16, 2022 | Financial Planning, Magenta Team
It’s been a while since we’ve written a team update for you, so we thought you may like a little insight into what the Magenta team have been up to so far in 2022. We have had lots of changes and reasons to celebrate since December 2021, such as moving into our new...
