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 Magenta name.
Julie, Gretchen and Rebecca travelled to London for the prestigious awards in The Brewery – where Rebecca was also shortlisted for ‘Paraplanner of the year’. Sadly, Rebecca didn’t win this time – but being shortlisted is an achievement in itself! Magenta also received a Highly Commended for their ‘Client Engagement’ strategy.
To obtain the title of ‘Adviser Firm of the Year – Wales’ Magenta completed a rigorous case study and assessment, judged by our professional peers and financial specialists.
We are very happy with this result and would like to thank you all for your ongoing support. If you have any feedback, as always, please do let us know.