by Gretchen Betts | Jul 27, 2017 | Magenta Team, Testimonials
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...
by Gretchen Betts | May 2, 2017 | Case Studies, Testimonials
I contacted Julie Lord over 17 years ago when my sons were very young and I needed someone to help me formulate a sensible financial plan for the future. My financial forecast back then did not look very promising, but she reassured me that it would look better over...
by Gretchen Betts | Feb 15, 2017 | Magenta Team, Testimonials
Last week Magenta Financial Planning was very proud to win the award from Professional Adviser for ‘Adviser Firm of the year – Wales’. Shortlisted with 5 other Welsh firms, we were delighted to collect the prize after only 5 months of trading under the...
by Gretchen Betts | Nov 28, 2016 | Testimonials
We recieved this wonderful Testimonial last week from our clients, John and Helen: “Approximately 12 years ago, we were fortunate enough to begin our association with Julie Lord and her team (now Magenta Financial Planning), entrusting them with the management...
