Magenta Financial Planning

One Court Road
Bridgend
Bridgend
CF31 1BE
magentafp.com/

Contact Person

Gretchen Betts
Managing Director
DescriptionAt Magenta we are passionate about ensuring that our clients achieve a state of financial well-being where they feel confident about their money and what it can help them to do in the future, allowing them the freedom to pursue their passions. The aim of our Financial Planning process is to help our clients plan and achieve their financial and lifestyle objectives, in the most tax efficient way, within their desired timescale and with the appropriate amount of acceptable risk.ApproachAs Magenta we care deeply about sustainable finance and are able to offer investment advice to individuals who wish to consider ethical and positive impact investment. Our clients come from a variety of backgrounds, each with a diverse range of beliefs and ethics. Our skilled team is able to empathise with these values and will share their knowledge in order to educate clients on how best to invest in the things they support, as well as avoid those they don’t. By guiding individuals through the ethical choices available, our financial planners help them to make the right investment decisions within their agreed and acceptable risk boundaries.
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