Positive Impact Investing

Increasingly people want to consider their impact on the earth and its population. This is particularly important when it comes to investing their money

There is always a purpose behind financial investments. What is yours?

Alex

Magenta provided a solution that enabled us to make investments which align with our core values. They always make us feel that everything is manageable, and not to worry, and to feel confident about our situation

 

Is it performance alone? Maybe it’s preserving your wealth for the next generation.  Or you may want your investments to reflect your values.

Often clients will have strong feelings about investments in tobacco, armaments, alcohol and gambling. At Magenta we are very proud to have always offered an ethical and sustainable investment approach, which can cater to our client’s preferences. However, in the past, access to these investment solutions has only been possible for those with large amounts to invest and a higher risk appetite.

In the last 4-5 years this has ALL changed. Now around 75% of all our new clients say they would like to play their part in helping to make the world a better place, however small their contribution. 

The majority of these clients want alternatives to traditional investments. To both make money for themselves, and to make a difference to our planet and its people. The good news is – it is possible to do both!

Why Magenta?

Magenta has over 15 years’ experience of helping clients achieve their financial and wellbeing goals, using ethical and sustainable investments alongside their personal financial plan. We are experts in combining your personal life goals and helping you to have a positive impact on the world.

What we do

Listen to you and understand your passions

  • Get to know you and find out what is important to you
  • Discuss, challenge and determine your priorities
  • Establish and evaluate your current financial position

Develop a strategy and plan

  • Work together to create a robust future-proof plan, exploring various options for you
  • Make recommendations for your success
  • Implement your new plan and deal with all the paperwork

Ongoing support and monitoring

  • Keep you on the right track
  • Empower you to pursue your passions
  • Improve your financial well-being

We’re also here to adjust your plan if things change – whether good or bad. Our aim is to give you peace of mind in knowing that no matter what happens in your life, you’ll enjoy a financially secure future.

    Everything you need to know about making your money more
    Green, Clean and Kind

    • Challenge you to consider your values and money habits

    • Debunk some jargon!

    • Provides key questions to get you thinking about positive investment

    • Top 5 things to think about for your investments

    Magenta Blogs and Vlogs

     

    Our weekly blogs and monthly vlogs are created with you in mind, to provide you with the latest information in the world of financial planning.

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