Wales Financial Planning firm to expand next year

Tuesday, 29 August 2017
Articles
The Magenta Financial Planning team

A South Wales based Financial Planning firm set up by Chartered Financial Planner Julie Lord is to expand its business next year as the company celebrates its first birthday.

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Financial Planning firm launches ‘tool-kit’ for millenials

Monday, 14 August 2017
Articles
Gretchen Betts (left) with Magenta co-founder Julie Lord

A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.

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