Blog
3 Things Women Want from a Financial Planner
At Magenta we have a lot of experience in working with women who want (or need) to get a better handle on their financial affairs to ensure that they have a secure and happy future which allows them to pursue their own individual passions. We have written previously...
New Model Adviser Top 100
“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...
The Magenta Team and Covid Life Lessons!
2020 has been a strange time for everybody and the team at Magenta are no exception As well as all of the changes going on in the world, we have had a couple of changes of our own. Our team looks slightly different to the one we started with this year – we’ve waved...
Brian & Sue’s Testimonial
Long term advice from the Magenta team (and their earlier manifestation as Cavendish Financial Management) has meant that we had the confidence to retire in our early 50’s. Their advice enabled us to make this life choice with confidence and they have continued to...
The Importance of a Bucket List
We read recently about The Bucket List Oath on a blog written by another financial planning firm that works in a very similar way to Magenta in the North of England. Encouraging clients to dream big; make the most out of life and pursue their passions while remaining...
Investing for good
traditional, ethical, ESG and positive impact investing explained in simple terms. At Magenta we are keen to give clients the opportunity to invest in a way that makes them feel comfortable, secure and confident that they are using their money not only to benefit...
Have you thought about how your pension is invested?
As Financial Planners, we quite like numbers and statistics. So, to celebrate Good Money Week, we thought we’d share a few about pensions and how these could help the world and climate change for us all. The total pension wealth in the UK was estimated to be...
Julie’s Retirement Blog
Part 1 At the time of writing, Bob and I should be enjoying our honeymoon on safari in Africa. Alas our wedding has been postponed until July 2021 and as our retirements have been formally announced with a family party and a lovely Magenta afternoon tea, we decided to...
Magenta’s 10 Point Plan for your finances
1. Get organised! You can’t hope to make an accurate and robust plan for the future if you don’t know where you are starting from. Get all your paperwork together so you know what all your insurance policies cost, the cover levels and what they are for; what...
The Perils of Taking an Income from your Pension in Retirement
Commonly called Pension Freedom, since 2016 people have been able to access and ‘drawdown’ their pension funds from age 55 and to take out money whenever and however, they wish. On the face of it this sounds like a great development – much more flexibility than under...
Recent Articles
- Dealing with a Long-Term medical condition from a young age. An Inspiring story from our youngest team member.
- Defining Moments and Better Advice – by Julie Lord
- Covid 19 and the Future – 10 Top Tips for maintaining balance and future-proofing our lives
- Should I Hire a Financial Planner?
- Anti-Goals for 2021!
- A Christmas Carol – Coronavirus Hijacks Christmas 2020
- Round-Up of 2020
- Julie’s Retirement Blog – Part 2
- Making Judith’s Retirement Dreams Come True
- Christmas 2020 – Merry and Bright or Scary and Tight?
- Help to Buy ISAs – Now or never?
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