Blog
New Model Adviser Top 100 Financial Planning Firms 2019!
“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...
Happiness – positivity, purpose and resilience
Wouldn’t it be wonderful if the primary measure of success in the world was based on how happy we all are. Instead success is measured by quantifiable elements such as Gross Domestic Product (GDP) ie stuff we produce and by the amount of stuff we consume. Happiness is...
Financial Planning v Wealth Management
At Magenta, our clients know that we follow an evidence-based approach to investing our clients’ portfolios. This means we don’t try to time the markets, we don’t try to stock pick and we don’t try to beat the market. All we aim to do is to obtain for our...
Personal Financial Planning for Business Owners
At Magenta we don’t deal with actual business finances but with the financial affairs of those individuals who own or direct businesses. This week, we thought we would focus on examples of common mistakes and omissions we see made by business owners and the...
Without power of attorney you need to apply for a court of protection order
When a loved one becomes incapable of making decisions for themselves, without a power of attorney it becomes necessary to apply for a court of protection order. This can be costly, time consuming and very stressful. Recently the Daily Mail ran an article about...
What does a financial planner do?
This is how we explain things to clients: What a therapist does for your mental health, or a personal trainer does for your physical health, a financial planner does for your financial health. We take a wide view of your financial values and goals to help you create...
Is your State Pension safe?
There were scenes of anger and actual despair last week as the High Court rejected the discrimination case brought by 1950s-born women after the government raised their State Pension age without enough warning. The High Court says this is a matter for Parliament....
It’s Good Money Week!
Good Money Week is the campaign to help grow and raise awareness of sustainable, responsible and ethical finance. This year, it takes place between 5th - 11th October 2019. There will be events around the UK, as well as plenty of coverage in the media, showing...
Count down to retirement – a 5 year plan
It’s never too early to think about retirement planning! For most of your working life, it wasn’t exactly a pressing concern. You might have pondered it for a few minutes as you skimmed your company’s annual pension statement, but retirement was more like a vague,...
Are you suffering from ‘FOMO’ – we can help you focus on what’s important
Is “FOMO” – the fear of missing out –hitting your finances? In the age of social media, where it seems that everyone is enjoying a fabulous social life going to concerts, enjoying swanky holidays and posh meals out, the pressure to spend has intensified. But...
Recent Articles
- New Model Adviser Top 100 Financial Planning Firms 2019!
- Happiness – positivity, purpose and resilience
- Financial Planning v Wealth Management
- Personal Financial Planning for Business Owners
- Without power of attorney you need to apply for a court of protection order
- What does a financial planner do?
- Is your State Pension safe?
- It’s Good Money Week!
- Count down to retirement – a 5 year plan
- Are you suffering from ‘FOMO’ – we can help you focus on what’s important
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