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November Highlights | Awards | Events | Updates

3:35

Magenta Webinar - 2024 Budget Key Take Aways

27:56

Budget Countdown | New Financial Workbook | Welcome Megan!

3:13

Charity Walk | Scam Alert | UK Budget Countdown

5:50

8th Anniversary! | Season 2 Women Talking Money | Charity Walk

3:10

Political Shifts | US Election | Season 2 Women Talking Money

3:17

Magenta Investment Update Webinar: Watch Now!

Are you curious about market performance, inflation, and what lies ahead for investors?
Join us as we tackle these key questions and more in our latest Investment Update Webinar, featuring expert insights from Gretchen Betts, Tertius Bonin, Laurentius van den Worm, and Aled Burd.
Gain valuable perspectives on:
✅ Drivers of market volatility
✅ Inflation impacts and strategies
✅ Emerging opportunities and risks for 2025
For tailored financial advice, feel free to contact the Magenta team - we’re here to help you plan for the future confidently.

มุมมอง: 32

วีดีโอ

November Highlights | Awards | Events | Updates

3:35

November Highlights | Awards | Events | Updates

มุมมอง 1521 วันที่ผ่านมา

Please hit the like button for this video and Subscribe to our channel for more content like this! November Highlights | Awards | Events | Updates November has been a busy month of achievements, industry updates, and celebrations. Here’s a quick overview: Recognition & Awards I was thrilled to receive a highly commended accolade in the Women in Financial Advice Awards for Financial Adviser in S...

Magenta Webinar - 2024 Budget Key Take Aways

27:56

Magenta Webinar - 2024 Budget Key Take Aways

มุมมอง 55หลายเดือนก่อน

Please do subscribe by tapping on the bell icon to be notified of any new content which we load to TH-cam! Following Rachel Reeves’ Budget on 30th October 2024 Gretchen and Aled hosted a webinar providing Magenta’s initial reactions about how the changes will impact financial planning strategies. You can watch it here. If you have any questions please do get in touch at hello@magentafp.com

Budget Countdown | New Financial Workbook | Welcome Megan!

3:13

Budget Countdown | New Financial Workbook | Welcome Megan!

มุมมอง 31หลายเดือนก่อน

Please hit the like button for this video and Subscribe to our channel for more content like this! It’s been a busy month at Magenta as we count down to the budget announcement on 30th October. There’s been lots of speculation, but we’ll dive into the facts at our webinar on 31st October at 2pm. Don’t miss it! You can register for the webinar here us02web.zoom.us/webinar/register/WN_D_VOfQFuRZW...

Charity Walk | Scam Alert | UK Budget Countdown

5:50

Charity Walk | Scam Alert | UK Budget Countdown

มุมมอง 542 หลายเดือนก่อน

Please hit the like button for this video and Subscribe to our channel for more content like this! 🏃‍♀️ We Did It! Magenta's 10km Charity Walk Success 🏃‍♂️ What a month! A huge THANK YOU to the amazing Magenta team for smashing our 10km charity walk at Cardiff Bay in support of Cancer Research. Glorious sunshine, stunning views, and lots of positivity - it was a day to remember. And guess what?...

8th Anniversary! | Season 2 Women Talking Money | Charity Walk

3:10

8th Anniversary! | Season 2 Women Talking Money | Charity Walk

มุมมอง 6623 หลายเดือนก่อน

Magenta is celebrating 8 years in September, and we’ve got some updates. Our new website goes live next week, featuring a modern design and expanded team profiles - do check it out and let us know what you think! The second season of the *Women Talking Money* podcast will now be available on TH-cam, continuing our mission to empower women in finance. See links below, do hit the bell icon to sub...

Political Shifts | US Election | Season 2 Women Talking Money

3:17

Political Shifts | US Election | Season 2 Women Talking Money

มุมมอง 474 หลายเดือนก่อน

Hi everyone, it's Gretchen here! 🌟 Political shifts are happening with a new Labour government in the UK, promising changes in economic policies. Stay tuned for more updates and how it might affect your investments. Across the pond, Former President Trump was recently shot, stirring discussions about his political future. Joe Biden has pulled out of the presidential race, endorsing Kamala Harri...

Exeter Trip | Upcoming Election | New Qualification

4:43

Exeter Trip | Upcoming Election | New Qualification

มุมมอง 575 หลายเดือนก่อน

Welcome to Gretchen’s June Vlog! Here's a quick rundown of this month: 🚀 Exeter Trip: A fantastic start to the month with productive days in Exeter, filled with friendly conversations and cash flow planning. It was great to see some of you in person again! 🗳️ Upcoming Election: With the election just a week away, there's a lot of uncertainty. Remember, capital markets usually aren't swayed by p...

Adviser 3.0 Conference | Santorini | Face-to-Face Client Meetings

3:42

Adviser 3.0 Conference | Santorini | Face-to-Face Client Meetings

มุมมอง 296 หลายเดือนก่อน

📣 Welcome to Gretchen’s monthly Vlog! This month Gretchen talks about her recent attendance at the Adviser 3.0 Conference, held in London. Gretchen took to the stage to discuss with other panellists the benefits of a smaller independent financial planning practice versus the consolidator model. She also offers a glimpse into her recent escape to Santorini, have you been? Looking ahead to June, ...

Current Investment Landscape | Exciting updates from Team Magenta!

3:41

Current Investment Landscape | Exciting updates from Team Magenta!

มุมมอง 527 หลายเดือนก่อน

Welcome to Gretchen’s monthly Vlog! This month Gretchen gives a quick overview of the current investment landscape and some exciting updates from the team at Magenta Please subscribe for all the latest news from Magenta 😊

3:20

The Budget - Highlights from March 2024

มุมมอง 468 หลายเดือนก่อน

📣 Welcome to Gretchen’s monthly Vlog! Since my last recording, we’ve had another budget and Jeremy Hunt made a few changes to National Insurance and some other small tweaks. The main highlights are: The main rate of Employee National Insurance (Class 1) will be reduced from 10% to 8%. This had already been reduced from 12% to 10% in January 2024. The higher rate of capital gains tax on resident...

Tax Year End is Approaching | A Big Thank You!

4:17

Tax Year End is Approaching | A Big Thank You!

มุมมอง 429 หลายเดือนก่อน

Welcome to Gretchen’s monthly Vlog! Tax year end is just around the corner, so let's make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs & pensions can help you be super-efficient with your money, so don't miss out! As always, do get in touch with any questions you may have. A...

2:26

Gretchen’s first VLOG of 2024!

มุมมอง 3710 หลายเดือนก่อน

✨It’s back! Gretchen’s first VLOG of 2024! First off, a huge congratulations to our Trainees, Holly and Mollie, who both took and PASSED exams before Christmas. 👏 Last week we held our annual strategy off site. We spent time as a team talking about our goals and intentions for 2024 ✨ And last, but not least, we are excited to announce the launch of Gretchen’s new podcast! 🌟Empowering Conversati...

2:35

Celebrating Our Team Success in 2023

มุมมอง 38ปีที่แล้ว

Gretchen’s VLOG this month celebrates team successes including: ✨ Gretchen being awarded Best Financial Advisor in Wales for the second year in a row from the Women in Financial Advice Awards. ✨ Aled achieving his diploma in Financial Advice after months of intense studying - congratulations Aled! ✨ The dedication and resilience of each member of the team to navigate what has, at times, been a ...

5 Common Financial Challenges Women Face

5:10

5 Common Financial Challenges Women Face

มุมมอง 19ปีที่แล้ว

In this video we discuss 5 Common Financial Challenges Women Face. Simply, women spend much of their lives caring for others, be that children, parents, or partners. Subsequently they neglect creating a solid financial foundation. On top of that, women survive longer and require more financial resources in old age. Watch the full video to hear about these challenges and how to conquer them! If ...