Gretchen Betts
Managing Director & Certified Financial Planner ®
Mandy Whitburn
Client Liaison
Allyson Hopkins
Director & Practice Manager
Carly Kenny
Senior Financial Administrator
Aled Burd
Junior Planner
Mollie Tippins
Trainee Paraplanner/Planner
Our Support Team:
Sasha Wakefield
Paraplanner
Geraldine Strong
Business and Marketing Administrator
Our Accreditations
CFP
Gretchen is a Certified Financial Planner (CFP). This is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Becoming a CFP is one of the most difficult and stringent processes in terms of financial advisers.
Ecologi
We are a Climate Positive Business. Magenta’s contribution helps plant trees and build alternative energy. Offsetting all emissions from each employee, both in their personal and professional life.
Chartered Firm
Magenta has achieved Corporate Chartered Status with the Chartered Insurance Institute. This shows that Magenta upholds and demonstrates the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.
UKSIF
UK Sustainable Investment Finance association (UKSIF) help its members to grow sustainable and responsible finance in the UK. As a member, Magenta can actively shape policy and best practice in this field and contribute to their policy and regulatory consultation responses. UKSIF can ensure that our business, and our clients views are heard.
Accredited Firm
This is the profession’s gold standard for firms of Financial Planners. Accreditations like this confirm that we have satisfied rigorous qualification criteria by retaining highly-qualified staff committed to continuing professional development and adherence to a Code of Ethics.
Women in Finance Charter
his is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to this Charter are pledging to be the best businesses in the sector. The Charter reflects the government’s aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture, and is increasingly attractive to investors.
The Financial Vulnerability Taskforce Charter
The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms (circa 4,000 members) using the Charter badge to augment their own approach to vulnerability.
Our Awards
