Headed by chief executive Julie Lord and managing director Gretchen Betts, Magenta is a small Financial Planning business based in Bridgend.

With 43 years’ financial experience, the firm says it works with clients to “organise their financial affairs and create personal financial plans for their future security and happiness.”

Magenta prides itself on a “friendly approach to Financial Planning.”

The firm won a number of awards last year, including the Bridgend Business Forum’s ‘Start Up Company of the Year’ and is a finalist in the Bridgend Business Forum awards this month in the Professional Services category and for the CISI Accredited Firm of the year.
 
The team is also expanding with new joiner Carly Kenny, also from Bridgend, joining the ranks this week as a Paraplanner.
 
Gretchen Betts, managing director of Magenta Financial Planning, said: “We are thrilled to have had another successful year in business and excited about the next few months, welcoming new staff this month and also being shortlisted in several awards, both locally and nationally, recognising our contribution to the Financial Planning profession and outstanding service to client care and advice.”