We’re here to empower women through financial strength
Magenta Financial Planning is a leading financial services provider dedicated to empowering clients through comprehensive and personalized financial strategies. Located in Bridgend, Wales, at Court Road, Suite 5, Nolton Court, Bridgend, Wales CF31 1BX, GB, Magenta Financial Planning specializes in creating robust plans for future financial security and overall well-being.
The firm excels in offering a holistic suite of services, including lifetime cash flow forecasting, retirement planning, and investment management. Magenta Financial Planning also provides expert guidance in divorce planning, later life planning, and estate and inheritance tax planning, ensuring all aspects of financial life are expertly managed. With a commitment to offering financial coaching, Magenta Financial Planning helps clients navigate their financial journeys with confidence.
Magentaf Financial Planning is dedicated to providing approachable and effective financial solutions. The team continually refines its services to meet the evolving needs of its clients. We invite the manager of Magenta Financial Planning to create a customized and exclusive company showcase and product listing on our platform, which will soon be completed with additional details.
Compare Magenta Financial Planning with 3 companies in Financial-Services
| Comparison Field |
Magenta Financial Plannin...Main Company |
Evelyn PartnersView Profile |
NOW Wealth Managemen...View Profile |
Wilcox Day Wealth Ma...View Profile |
|---|---|---|---|---|
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Founded Year
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— | |||
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Company Size
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— | 1,001-5,000 | 11-50 | 2-10 |
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City
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Bridgend, Wales | Calgary, Alberta | Fleet, Hampshire | |
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Country
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Canada | United Kingdom | ||
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Skills & Keywords
Comparing with main company
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14 Total Skills
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cash Flow Forecasting
Divorce Planning
Financial Coaching
Lifetime Cashflow Forecasting
Pension planning
women
Life Protection
Shareholder protection
Divorce
Estate & Family Sucession Planning
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14 Total
1 Common
13 Unique
Match
7%
Common Skills:
Financial Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
17 Total
1 Common
16 Unique
Match
7%
Common Skills:
Estate Planning
Unique Skills:
Business Insurance
Credit Solution
Cross Border Plannning
Custom Advice
Custom Portfolio Design
Goal Setting
+10
|
19 Total
1 Common
18 Unique
Match
7%
Common Skills:
Financial Planning
Unique Skills:
Business Protection
Contractors
Employee benefits
Financial Advice
Financial Education
Financial Wellbeing
+12
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