Hit your life goals
We help you to pursue your passions, knowing you and your family have a happy and financially secure future
When you are planning “what next” and have key things you want to achieve but need help with the financial steps to take, or to cut through the financial jargon, Magenta can help. We will work with you every step of the way, keeping things uncomplicated and easy to understand, tailored to your personal circumstances.
“Magenta provided a solution that enabled us to make investments which align with our core values.
They always make us feel that everything is manageable, and not to worry, and to feel confident about our situation” – Alex
Women are often disadvantaged financially, often having less saved for retirement because of their working life pattern – being flexible with family requirements and historically, taking a backstep financially
A study by Barclays tells us that by 2025, women will have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands.
Research by Netwealth indicates over 30% of women aged between 16 and 34 opted against sharing financial assets with their significant other, fearing it will compromise their financial independence.
This research shows that the tide is shifting – in the very near future women will have more financial power than ever before.
Our experience is that women are less likely to seek advice about their financial affairs due to issues around knowledge, confidence, trust and relationships.
Around half of our clients are women and we see this increasing year after year. Typically, they have turned to us for advice to plan for a major life change – and to ensure that they, and their family, can remain secure while pursuing their passions and ensuring a great work/life balance.
At Magenta, we’re passionate about helping you develop a vision and strategy for your personal financial well-being, and that of your family.
What we do
Listen to you and understand your passions
- Get to know you and find out what is important to you
- Discuss, challenge and determine your priorities
- Establish and evaluate your current financial position
Develop a strategy and plan
- Work together to create a robust future-proof plan, exploring various options for you
- Make recommendations for your success
- Implement your new plan and deal with all the paperwork
Ongoing support and monitoring
- Keep you on the right track
- Empower you to pursue your passions
- Improve your financial well-being
We’re also here to adjust your plan if things change – whether good or bad. Our aim is to give you peace of mind in knowing that no matter what happens in your life, you’ll enjoy a financially secure future.
Download our Free Guide
Help you understand why Financial Planning is so important
Challenge you to consider your values and money habits
Debunk some jargon!
Provide 12 steps to follow to gain better financial control
Encourage you to journal throughout about your money plans
Magenta Blogs and Vlogs
Our weekly blogs and monthly vlogs are created with you in mind, to provide you with the latest information in the world of financial planning.