by Gretchen Betts | May 28, 2020 | COVID19, Financial Planning, Technical
At the time of writing we are all in lockdown because of Coronavirus, but hopefully by the time you read this, things will be a little clearer! Like most of you, I have been out clapping every Thursday evening to show my appreciation for our Key Workers – and on...
by Gretchen Betts | Nov 20, 2019 | Technical
Help to Buy ISAs – Now or never? We have received a few queries recently about whether or not clients should set up Help to Buy ISAs for their children, before they are withdrawn at the end of this month (30th November). The short answer is, no! (or at least,...
by Gretchen Betts | May 14, 2019 | Scam, Technical
Three tips to avoid becoming a victim Julie recently met a new client who sadly had lost over £100,000 to a sustained campaign of telephone investment scamming aimed at retired people. This is becoming more worrying as these con artists are using ever more...
by Gretchen Betts | Apr 29, 2019 | Scam, Technical
In January Magenta focused on writing blogs about scams and how to protect yourself online. Over the last 4 months, we’ve seen an increase in those we know being targeted by scams and our staff have even been on the receiving end! We’ve asked Valerie, to share her...
by Gretchen Betts | Jan 22, 2019 | Scam, Technical
In our last blog, we talked you through some of the ways scammers try to make you part with your money. In our second blog, we explore some of the top online scams to keep an eye out for. Remember: If you know of someone who would find this information useful, then...
by Gretchen Betts | Jan 21, 2019 | Technical
We’ve written about this many times before, however, the events around the Brexit deal and the market volatility we have seen of the first few weeks of 2019 has prompted us to want to reiterate the importance sticking with your investments and that time in the market...
