“Wales’ Magenta is passionate about improving the experience of financial planning for women – either as a client or an adviser.
A new website and brand refresh for Magenta saw it introduce the strapline ‘planning with passion’ and use three avatars representing target client groups – those approaching or in retirement, busy people and business owners, and those going through a major life change.
The firm hired a business manager during the year and created a ‘life after lockdown’ guide as part of its marketing. Half of funds recommended were ESG, where it has £15m of client assets invested.”
We are delighted to announce for the 4th 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.
At Magenta we 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, and we feel this year this has been particularly important, as we live through the pandemic with you all.
We would like to extend a big THANK YOU to all our clients, professional connections and providers – all who contribute to Magenta’s success!