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.
View Top Employees from Magenta Financial PlanningWebsite | http://magentafp.com |
Revenue | $4 million |
Employees | 12 (12 on RocketReach) |
Founded | 2016 |
Address | Court Road, Suite 5, Nolton Court, Bridgend, Wales CF31 1BX, GB |
Phone | +44 1656 760670 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Chartered Financial Solutions Ltd, IBB Wealth, Inform Billing, Mike Robertson Associates Ltd, Watson Wood Financial Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies |
Looking for a particular Magenta Financial Planning employee's phone or email?
The Magenta Financial Planning annual revenue was $4 million in 2024.
Allyson Hopkins is the Director of Magenta Financial Planning.
12 people are employed at Magenta Financial Planning.
Magenta Financial Planning is based in Bridgend, Wales.
The NAICS codes for Magenta Financial Planning are [523, 52, 52399, 5239].
The SIC codes for Magenta Financial Planning are [628, 62].