by Gretchen Betts | Apr 5, 2021 | Financial Planning, Money, Wellbeing
Very broadly speaking there are 2 types of financial adviser. There are those for whom the most important factor in your relationship equation, is your money and then those who understand that putting what you want out of life at the centre of things, is the proper...
by Gretchen Betts | Mar 7, 2021 | Financial Planning, Money, Toolkit
With just under a month to go before the new tax year starts on 6th April, time is running out to make the most of your tax allowances for 2020/21. Here’s Magenta’s summary of the top 5 allowances and exemptions you and your family should consider taking advantage of...
by Gretchen Betts | Nov 10, 2020 | Financial Planning, Magenta Team, Women and finance
“Wales’ Magenta is passionate about improving the experience of financial planning for women – either as a client or an adviser. A new website and brand refresh for Magenta saw it introduce the strapline ‘planning with passion’ and use three avatars representing...
by Gretchen Betts | Oct 12, 2020 | Financial Planning, Lifestyle, Money talks
1. Get organised! You can’t hope to make an accurate and robust plan for the future if you don’t know where you are starting from. Get all your paperwork together so you know what all your insurance policies cost, the cover levels and what they are for; what...
by Gretchen Betts | Sep 21, 2020 | Advice, COVID19, Dementia, Financial Planning
The ongoing impact on lives The coronavirus pandemic and all the precautions that come with adapting to the ‘new normal’ are taking a toll on all of us, but especially those suffering from Dementia and Alzheimer’s disease. Dementia itself does not increase a person’s...
by Gretchen Betts | Aug 23, 2020 | Financial Planning, Impact Investing, Investments
An interview with Damien Lardoux, EQ Investors There’s always a purpose behind financial investments. What’s yours? Is it performance alone? Or maybe it’s preserving your wealth for the next generation. Or maybe you want your investments to reflect your values. Often...
