Working Together for Your Success
The Magenta team is here to help you:
- Feel organised and in control.
- Understand what is financially possible for you, your family, your career and your leisure time.
- Have more time to enjoy the things that make you happy.
- Identify and overcome obstacles to your future happiness.
- Feel reassured that you have enough money to do whatever you want to.
- Feel confident about your financial and life decisions.
- Simplify and better understand your financial affairs.
- Understand how your decisions will affect your future life.
- Manage your money, time and other resources most effectively.
- Ensure the right amount of money will be in the right place at the right time, for as long as you need it.
Our Financial Planning and Investment Philosophies are available to download below and will give you more detailed information about the way we work with clients.
This means we can help you with:
- Protecting your family
- Pension and retirement planning
- Inheritance tax planning and gifting
- Later life and care cost guidance
- Divorce and bereavement advice
- Financial organisation and paperwork
- Specific life goals