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 Geraldine Strong | Jan 17, 2021 | Financial Planning, Money
At Magenta we are always seeking to improve our service and to find ways to give the best possible advice to our clients. We know that the better we understand our clients – their motivation, their past experiences and their worries – the more we can do to help them...
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 25, 2020 | Impact Investing, Investments, Money
traditional, ethical, ESG and positive impact investing explained in simple terms. At Magenta we are keen to give clients the opportunity to invest in a way that makes them feel comfortable, secure and confident that they are using their money not only to benefit...
by Gretchen Betts | Oct 19, 2020 | Financial Planning, Money, Retirement
Part 1 At the time of writing, Bob and I should be enjoying our honeymoon on safari in Africa. Alas our wedding has been postponed until July 2021 and as our retirements have been formally announced with a family party and a lovely Magenta afternoon tea, we decided to...