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January Vlog from Gretchen

Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023.

Also, a little reminder of the fast-approaching tax year end!

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Magenta Financial Planning
Magenta Financial Planning
Suite 1, Nolton Court, Nolton Street, Bridgend. CF31 1BX
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Magenta Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 10055304.

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