Magenta Financial Planning

Reviews, get directions and contact details for Magenta Financial Planning

About

We are Financial Planners, helping clients to build plans for future security and happiness. Authorised and Regulated by the Financial Conduct Authority.

Story

We are Financial Planners, helping clients to build plans for future security and happiness.

Mission

To help clients make plans so they don't have to worry about money in the future.

Products

Lifetime cashflow forecast
Pensions
Investments
Life Insurance
Health Insurance
Inheritance Tax Planning

Address: 1 Court Rd, Bridgend CF31 1BE, UK

Phone: 01656 760670

Website

moc.pfatnegam@olleh

State: Bridgend

City: Bridgend

Zip Code: CF31 1BE

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

Anyone looking for sensible financial advice will find it here, but more than that, Magenta offers advice and reassurance when you're making big life decisions that may or may not involve money. They'll help you find a way of achieving the life you want, or even working out what you want and when you want it. They are so much more than financial planners, They feel like family – if your family was good with money and generous with advice!

 7 years ago (09-11-2017)

We have been very fortunate to have had Julie Lord and her staff plan our financial affairs for well over a decade. Magenta Financial Planning is a pleasure to deal with while our financial security has allowed us to pursue our interests and enjoy life with peace of mind. We have no hesitation in recommending Magenta Financial Planning.
John and Helen Pritchard

 7 years ago (22-11-2017)

What a lovely company to deal with . Extremely knowledgeable and professional with outstanding attention detail and customer focus. I wouldn’t hesitate to recommend Magenta to anyone. Keep up the amazing work team Magenta ... simply the best!

 7 years ago (11-10-2017)

A friendly and professional team - very knowledgeable in response to questions or advice. Have highly recommended and will continue to do so.

 7 years ago (12-11-2017)

The team at Magenta are amazing.  If you want to be financially well organised then you've found the right people.  Not only do they have the technical knowledge, expertise and experience, but they really care about what it is that you want to achieve.  They'll help you understand where you are now and where you could be by regularly planning together.

 7 years ago (08-08-2017)

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