Magenta Financial Planning
Magenta Financial Planning focuses on helping individuals make informed financial decisions. They create personalised financial plans to assist clients in managing their financial futures.
- Retirement Planning
- Cashflow Forecasting
- Pensions & Investments
- Life & Health Insurance
- Inheritance Tax Planning
- Intergenerational Planning
Locations
Competitors
Bartholomew Hawkins is an independent financial advisory firm that provides expert financial planning services to both private and corporate clients.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Magenta Financial Planning is operated by Magenta Financial Planning Limited and is a Active company incorporated on 10 March 2016 with the registered office located in Bridgend, Mid Glamorgan. Magenta Financial Planning Limited was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
8
Turnover
Unreported
Total Assets
£522.4K
Cash in Bank
£281.63K
Total Liabilities
-£230.32K
Teams
7
2
2
1
1
1
2
Business Manager • Joined Feb 2020
Certified Financial Planner & Managing Director • Joined Aug 2016
Financial Administrator • Joined Sep 2018
Client Liaison • Joined Sep 2016
Trainee Financial Planner • Joined Oct 2024
Junior Planner • Joined Dec 2023
Trainee Planner/Paraplanner • Joined Mar 2024
Trainee Financial Planner • Joined Oct 2024
Junior Planner • Joined Dec 2023
Client Liaison • Joined Sep 2016
Financial Administrator • Joined Sep 2018
Trainee Financial Planner • Joined Oct 2024
Business Manager • Joined Feb 2020
Business Manager • Joined Feb 2020
Certified Financial Planner & Managing Director • Joined Aug 2016
Trainee Planner/Paraplanner • Joined Mar 2024