“Not only is the firm’s branding brightly coloured, but advisers Julie Lord and Gretchen Betts have bags of personality!”
We are delighted to announce for the third year in a row that we have been named a ‘Top 100’ Financial Planning Firm by New Model Adviser.
NMA uses independent external support, using AKG Consultants to verify their process for deciding who makes the list.
As well as considering our branding, marketing content and business financials, in creating the Top 100 list, NMA surveyed businesses around the UK and assessed data around many key areas including:
- Well-Qualified Staff
- Robust Investment Propositions
- Excellent client service
- Good use of technology
- Willingness to share best practice
- Client education
- Recruitment; and
- Contribution to professional standards.
Magenta is so proud to again be listed in this prestigious list and highlighted amongst many of our peers and other businesses that strive for the highest levels of professional standards and working hard for clients.
All the team at Magenta believe that our job is to provide friendly, empathetic and straightforward financial planning for all our clients – with a dose of happiness and fun. This is at the heart of everything we do.
We would like to extend a big THANK YOU to all our clients, professional connections and providers – all who contribute to Magenta’s success!