Welcome to Gretchen’s monthly Vlog!

This month Gretchen talks about her recent attendance at the Adviser 3.0 Conference, held in London. Gretchen took to the stage to discuss with other panellists the benefits of a smaller independent financial planning practice versus the consolidator model.

She also offers a glimpse into her recent escape to Santorini, have you been?

Looking ahead to June, Gretchen and Aled will be visiting clients in the Exeter area face to face.

They are looking forward to discussing financial plans, and ensuring everything is on track.

If you’re in the area and we haven’t yet scheduled a meeting, please reach out. We’d love to see you!

You can watch the full vlog here or head over to our YouTube channel – please do subscribe while you’re there   https://www.youtube.com/@magentafinancialplanning178

 

 

 

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