What makes you happy?

Client Stories

Our Financial Planning clients come from a variety of different backgrounds and are predominantly concerned about their future financial security and their ability to live life to the full.

They would like our help to make plans so they can enjoy their life and not worry about money in the future.

Rather than Magenta list all the reasons why clients are happy with our advice and remain clients for many years, we thought we would let their stories speak for themselves.

Below you will find a collection of client stories to illustrate how we’ve helped people just like you with their Financial Planning, to achieve the things that matter most in their life and to be secure and happy!

Tim and Dawn

“Magenta helped us to get organised to achieve a better work-life balance and greater income and also showed us that our dreams of moving back home to the Peak District were realistic and achievable.”

Read their full story here

Fiona

“I wanted expert advice to ensure I had the full picture and the right information and since I spoke to Magenta, I now know how much I need to earn and when I can stop working. I feel better organised and know how hard my money has to work to give me the lifestyle I want to live.”

Read Fiona’s full story here

Simon 

“When I first met Julie nearly 20 years ago she explained how important it was to invest my money wisely and to draw up a plan to determine my income needs and the investment returns needed so that I didn’t have to worry about funding my future lifestyle.”

Read Simon’s full story here

Ginny

“Magenta’s focus on my goals and regular meetings to discuss my lifetime cashflow forecast, have enabled me to be comfortable in making big life changing decisions, such as moving house and visiting family abroad each year.”

Read Ginny’s full story here

Jo

“Magenta has ensured that I can manage my capital resources well and I have a huge amount of gratitude for the support of the Magenta team in enabling me to maintain my lifestyle and purpose in life.”

Read Jo’s full story here

John and Angela

“After we saw our first ever lifetime cashflow forecast we felt reassured that we had enough money to enjoy retirement and we set about spending it on travel and developing our wonderful garden.”

Read John and Angela’s full story here

Richard

“Julie encourages me to focus on what is important to me and what I want to get out of my life. She has always been interested in me and my family and what we want to achieve and less so in my money.”

Read Richard’s full story here

Annie

“I find Magenta’s style and philosophy refreshing, with a focus on living a life you want and being happy, rather than talking about products and investments, like other financial advisers I have met.”

Read Annie’s full story here