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10 Top Tips for maintaining balance and future-proofing your finances
There is no doubt that the global pandemic and consequent global economic situation has profoundly affected all our lives and in some cases completely changed how we live now and our aspirations for the future. None of us has a crystal ball to show what is going to...

November Vlog from Gretchen
Gretchen’s monthly Vlog discusses the latest financial topics from Magenta Financial Planning in November 2022 The topics this month include: The Autumn Statement – by Jeremy Hunt Inflation Staff News and Charity Commitments up to Christmas You can watch the full...

October Vlog from Gretchen
Gretchen’s monthly Vlog discusses the latest financial topics from Magenta Financial Planning in October 2022 The topics this month include: The Revised Mini Budget – by Jeremy Hunt The Prime Minister’s Resignation – Liz Truss New Model Advisor Top 100 You can watch...

What I learnt from Divorce by Allyson Hopkins
As with any marriage, the plan is to as the vow states ‘until death us do part’. Unfortunately, this is not the case for every marriage. Over the past 50 years, exactly one-third of marriages have ended in divorce. According to the Office for National...

Moving in with your partner, planning to get married, or not? By Jess Geere
Life and the traditions we have adopted over time are changing, and this seems to have been especially amplified over the past few years with change happening faster than ever. We have grown up with the fairy tale story of meeting the person of our dream, moving in...

Tax-efficient Income in Retirement – by Julie Lord
Most people would agree that a ‘good retirement income’ is one that offers them security, that allows them to participate in the activities they want to do and provides them with a comfortable enough standard of living to be happy. Research by the National Employer’s...

Why Getting To Know You Is So Important For Good Financial Planning – By Jamie Flook
In writing this post I looked for a quote about ‘getting to know someone’, but quickly gave up because it isn’t overly authentic to me. Being authentic, or ‘true to myself’, is one of my personal values. As financial planners it is important that we get to know what...

A Greener New Year – By Jessica Geere
At Magenta we have always made a conscious effort to be a greener company and offered clients ethical and sustainable investment choices. This past year we have been actively making our office space greener by reducing our paper use drastically, using sustainable...

Just you wait and see! – A Guest Blog by Alison Willis
During Good Money week, we asked our client Alison, to write a little about why, even back in the 90’s, she wanted to invest ethically and with social conscience. Back in 1991 with coloured and permed hair and when mortgage interest...

Calling Women Entrepreneurs!
Many women we speak to, go to work just to bring home some extra money for the family. But often their jobs are unfulfilling, boring and underpaid. There are plenty of stories in the traditional women’s magazines of women who have had the courage to step out on their...

Is Financial Planning really different for Women? by Julie Lord
Should today’s women take a different approach to planning a secure financial future to men or even to their mothers and grandmothers? At Magenta, we think the answer to this question is complex – the mechanics of financial planning will be the same for everyone, but...

Bucket Lists – What they are and tips on how to write yours!
We have such a short time on this earth yet few of us pause to think about how we want to spend that time. That is why a bucket list, a list of everything that you want to be, do, have, and experience in life can really help you live life to the fullest. If you want...

Saving for Your Child’s Significant Life Events – Our Top Tips By Allyson Hopkins
As any parent knows children can be very expensive. Even before a child is born there seems to be more and more costs parents are facing; scans, baby showers and maternity care just to name a few. Parents understand that whilst their children are young, there...
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