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Bridgend financial planning firm celebrates two years of trading with team expansion

Bridgend based Magenta Financial Planning is celebrating its two-year anniversary this week!

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, Magenta 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, and works with clients from a variety of different backgrounds and sectors.

The winner of various prestigious awards in 2017, including the Bridgend Business Forum’s ‘Start Up Company of the Year’ the business is going from strength to strength and is again a finalist in the Bridgend Business Forum awards this month in the Professional Services category.

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The team is also expanding with new joiner Carly Kenny, also from Bridgend, joining the ranks this week as 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.”