On 1st September it’ll be 5 years since we launched Magenta. I can’t believe it’s gone so quickly, and it only seems like yesterday that Julie and I were calling many of you to let you know about the change and our plans for our new brand.

In the last 5 years we’ve seen the business – with thanks to you, our clients and friends, and our staff – go from strength to strength.

• Our staff numbers have doubled in 5 years
• We moved into our lovely office on Court Road
• We manage 65% more money in investments than we did in year 1
• We have hired Allyson our business manager, so Gretchen can focus on client work and developing new planners in the business
• We’ve won over 8 financial professional awards
• We’ve been listed in the TOP 100 UK firms by New Model Adviser every year since launch
• We are a member of the UK Sustainable Investment and Finance Association and signed the Women In Finance Charter
• Our staff have committed to attaining the highest qualifications possible, ensuring excellence for our service
• Julie has retired and Jamie has joined us, our first male planner!
• I have trained as a Certified Financial Coach
• We’ve embraced a new hybrid working week – adapting to the challenges of remote working
• We’ve managed through 18 months of Covid-19 altering all our lives – for our clients and staff and in and out of work.

I’m very excited about the next 5 years – who’s paths will cross ours, what opportunities and challenges lie ahead for the team and what fun is to be had!

I am so proud of the team who work tirelessly to provide the excellent service everyone is used to receiving as a Magenta client.

We hope that we may see some of you at our Magenta Antiques Roadshow event on 1 October at Miskin Manor – where we can raise a glass to another year in business – after many many months of not being able to host any event!

If you would like to attend and haven’t yet received any details, please just drop us an email on hello@magentafp.com

If you would like to join us at Magenta for the exciting future ahead, whether as a new client looking to plan a happy and fulfilling future life, or as a member of our planning team to expand your horizons, do call us for a friendly chat on 01656 760670.