Magenta Financial Planning - Bridgend

Chris R.

My wife and I have been clients of Magenta Financial Planning for 5 years, having received a strong recommendation from my sister. Upon my retirement, from full-time work, Magenta provided us with a thorough financial review and recommendations for consolidation of our finances and help with settling our finances in the UK having been abroad for a number of years, which required considerable research.
Gretchen Betts and her team have offered sage and sensible, calming advice that has enabled us to weather the current financial storms and ensure that our funds work hard for our retirement. I would strongly recommend a financial top-to-bottom review with Magenta and their ongoing advice and support. Our daughters financial affairs are also now enrolled in their care.

Lynian T.

We have been clients of Magenta for 6/7 years and have always had face to face Annual reviews with Gretchen who along with her team of colleagues have always made us feel welcomed, relaxed and totally reassured of our finances. Magenta offer honest and constructive advice on the best way forward enabling us to reach lifetime goals. We would highly recommend Magenta.

Tim A.

Magenta have been an excellent choice for us, providing very helpful guidance and advice after taking time to get to know us and tailor their recommendations to who we are. They definitely provide a personal service both in terms of their always helpful staff and in their understanding of us and our circumstances.

Phil M.

First class personal service provided, and a refreshing change to do business with with people that genuinely care about the service they provide.

Excellent communication throughout (especially from Aled), and would highly recommend Magenta for anyone looking for financial or pension advice.

Mike C.

As a family we have been using the services of Magenta Financial Planning for a number of years. Previously I had managed my own financial affairs, but found it increasingly complex and time consuming. So it has been great to be able to find a service, that I can trust and that provides regular on going guidance that is adjusted to our families needs .

Steve S.

Magenta have been taking care of my financial investments for a number of years now. I have had a great service that has been very personal. They always keep me informed and updated. Would highly recommend.

Mark T.

Gretchen and her team provide exceptional customer service, clear straightforward advice tailored to your circumstances and need without unnecessary detail and complexity about the underlying financial instruments. This leaves you free to enjoy your life safe in the knowledge that things are well structured for tody and tomorrow.

Paul E.

Magenta are so helpful we have no hesitation in recomnending them.

They are challenging when they need to be but also very supportive and take time to listen.

Well done Magenta.