Simon’s Story

Simon’s Story

Simon’s Story After my father died, my brother and I inherited the family property company in equal shares. It was agreed that I would run the company and take a salary for doing so, while my brother pursued other career interests. When I originally approached Julie...
Mark and Amanda’s client story

Mark and Amanda’s client story

Our finances were in a mess. We had money but did little with it except spend large quantities. I went to my bank and was advised to open what proved to be the worst performing ISA ever devised. We knew we had to do something but had no idea what. Luckily, we had a...
Jo Morgan – A Client Story

Jo Morgan – A Client Story

Over the years, the Financial Planning and advice I have received from Julie Lord, and more latterly Gretchen Betts and the team at Magenta, has helped me to able to achieve some significant life goals. With their encouragement and the reassurance provided by my...
Bridgend Business Forum Awards 2017!

Bridgend Business Forum Awards 2017!

More good news for the Magenta Team! It was announced yesterday that Magenta is a finalist in the Bridgend Business Forum Awards 2017! We are thrilled and look forward to the awards ceremony in September. What an exciting few months ahead we have – starting with...