About us: 

We are Financial Planners based in Bridgend, South Wales. Established in 2016.

Our small friendly team have the knowledge, experience and skills to ensure that your financial and other affairs are organised to best effect to achieve your goals.

Our Services:

At Magenta Financial Planning we help our clients build plans for future security and happiness. 

We offer advice and guidance in:

Lifetime Cashflow Forecasting, 
Retirement Planning,
Investment Management,
Divorce planning, 
Later Life planning, 
Estate and Inheritance Tax planning,
Financial coaching. 

Our Approach:

We offer a holistic and personalised financial planning service, in a friendly and approachable manner. We specialise in retirement planning, divorce planning, inter-generational planning for families and financial planning for women. 

Magenta is proud to be a Climate Positive Workforce.

Investment Management

Magenta Financial Planning

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