Financial Services - N/A, N/A, UK
About us: We are Financial Planners based in Bridgend, South Wales. Established in 2016 we are now a team of 9.Our small friendly team have the knowledge, experience and skills to ensure that your financial and other affairs are organised to best effect to achieve your goals.Our Services:At Magenta Financial Planning we help our clients build plans for future security and happiness. We offer advice and guidance in:Lifetime Cashflow Forecasting, Retirement Planning,Investment Management,Divorce planning, Later Life planning, Estate and Inheritance Tax planning,Financial coaching. Our Approach:We offer a holistic and personalised financial planning service, in a friendly and approachable manner. We specialise in retirement planning, divorce planning, inter-generational planning for families and financial planning for women. Magenta is proud to be a Climate Positive Workforce.
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