Magenta Financial Planning

Magenta Financial Planning

Financial-Services

Bridgend, Wales
Company Tagline

We’re here to empower women through financial strength

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Megan Kindelin DipPFS Allyson Hopkins CeMap Aled Burd Mollie Tippins

Compare Companies Side by Side

Compare Magenta Financial Planning with 3 companies in Financial-Services

4 Companies
Comparison Field
Magenta Financial Planning
Magenta Financial Plannin...
Main Company
Evelyn Partners
Evelyn Partners
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NOW Wealth Management Solutions
NOW Wealth Managemen...
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Wilcox Day Wealth Management Ltd
Wilcox Day Wealth Ma...
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Founded Year
Company Size
1,001-5,000 11-50 2-10
City
Bridgend, Wales Calgary, Alberta Fleet, Hampshire
Country
Canada United Kingdom
Skills & Keywords Comparing with main company
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
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
4
Total Companies
Oldest Founded
2
Countries
58
Unique Skills

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Alternative Company Names

This company is also known as

Magenta Financial Planning 品红色财务规划 मैजेंटा वित्तीय योजना Magenta Planificación Financiera ماجنتا للتخطيط المالي Magenta Planification Financière Маджента Финансовое Планирование Magenta Planejamento Financeiro