by Gretchen Betts | Jun 4, 2020 | Financial Planning, Testimonials, Uncategorized
We have been clients of Magenta Financial Planning since the start up of the company and they have handled our financial affairs with understanding, clarity and respected our everyday needs, portfolio management and inheritance tax planning . The whole team have...
by Gretchen Betts | Jul 11, 2018 | Case Studies, Testimonials
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...
by Gretchen Betts | May 1, 2018 | Lifestyle, Technical, Testimonials
According to Investment News, 66% of people fire their parents’ financial adviser or planner when they inherit their money. This maybe for a number of different reasons – they prefer to use their own existing adviser; they plan to spend all the money so don’t need...
by Gretchen Betts | Feb 21, 2018 | Testimonials
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...
by Gretchen Betts | Oct 2, 2017 | Testimonials
We’ve received some great feedback this week from Sophie Fraser, a Millennial, about the toolkit we have recently launched! “I am a Millennial and when I saw that Magenta had posted their ‘Millennial Tool Kit’ on LinkedIn, I was intrigued so see what this...
by Gretchen Betts | Aug 1, 2017 | Testimonials
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...
