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Defining Moments and Better Advice – by Julie Lord

Defining Moments and Better Advice – by Julie Lord

At Magenta we are always seeking to improve our service and to find ways to give the best possible advice to our clients. We know that the better we understand our clients – their motivation, their past experiences and their worries – the more we can do to help them...

Should I Hire a Financial Planner?

Should I Hire a Financial Planner?

As we enter the new year, many of you are setting your financial and life goals for 2021. You might also be in the middle of some major life changes and turning points – getting engaged or married, having a baby, or thinking about starting your own business. Or maybe...

Anti-Goals for 2021!

Anti-Goals for 2021!

We’re sure we are all glad that 2020 is now behind us and we can look forward to things getting back to normal - at least as far as seeing family and friends is concerned. Usually at the start of a new year, people make resolutions and promises about how they are...

Round-Up of 2020

Round-Up of 2020

It’s been a tricky year to say the least and we recognise that for some it has been very sad and distressing. But ever the optimists, we have looked for some positive highlights of 2020 before turning to the much easier list of awful things that have happened. 10...

Julie’s Retirement Blog – Part 2

Julie’s Retirement Blog – Part 2

Part 2. Well, another month of retirement has gone by and I have travelled precisely NOWHERE! My travel bucket list is getting longer as I have more time to read about exciting destinations. I definitely have the FOMO (fear of missing out) feeling! We had planned...

Making Judith’s Retirement Dreams Come True

Making Judith’s Retirement Dreams Come True

Judith Jeeves - Client Testimonial Recently, our lovely client Judith, recorded a video remotely for us. Talking about the service she received at Magenta and how we have helped her to plan for her retirement over the past 12 months. “I’m so impressed by how friendly,...

Christmas 2020 – Merry and Bright or Scary and Tight?

Christmas 2020 – Merry and Bright or Scary and Tight?

The run-up to Christmas is likely to feel very different this year as the coronavirus pandemic has thrown uncertainly around the festive season. Unemployment is already rising, there is a new lockdown and finances will be a worry, especially for those faced with...

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