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This is planning with passion.

The award-winning team at Magenta Financial Planning have worked with hundreds of families over the last few decades, helping them to feel empowered to enjoy life.

Magenta Financial Planning
Magenta Financial Planning
Gretchen Betts
Managing Director & Certified Financial Planner ®
Magenta Financial Planning
Mandy Whitburn
Client Liaison
Magenta Financial Planning
Allyson Hopkins
Director & Practice Manager
Magenta Financial Planning
Carly Kenny
Senior Financial Administrator
Magenta Financial Planning
Aled Burd
Junior Planner
Magenta Financial Planning
Mollie Tippins
Trainee Paraplanner/Planner

Our Support Team:

Magenta Financial Planning
Sasha Wakefield
Paraplanner
Magenta Financial Planning
Geraldine Strong
Business and Marketing Administrator

Our Accreditations

Magenta Financial Planning
CFP

Gretchen is a Certified Financial Planner (CFP). This is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Becoming a CFP is one of the most difficult and stringent processes in terms of financial advisers.

Magenta Financial Planning
Ecologi

We are a Climate Positive Business. Magenta’s contribution helps plant trees and build alternative energy. Offsetting all emissions from each employee, both in their personal and professional life.

Magenta Financial Planning
Chartered Firm

Magenta has achieved Corporate Chartered Status with the Chartered Insurance Institute. This shows that Magenta upholds and demonstrates the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.

Magenta Financial Planning
UKSIF

UK Sustainable Investment Finance association (UKSIF) help its members to grow sustainable and responsible finance in the UK. As a member, Magenta can actively shape policy and best practice in this field and contribute to their policy and regulatory consultation responses. UKSIF can ensure that our business, and our clients views are heard.

Magenta Financial Planning
Accredited Firm

This is the profession’s gold standard for firms of Financial Planners. Accreditations like this confirm that we have satisfied rigorous qualification criteria by retaining highly-qualified staff committed to continuing professional development and adherence to a Code of Ethics.

Magenta Financial Planning
Women in Finance Charter

his is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to this Charter are pledging to be the best businesses in the sector. The Charter reflects the government’s aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture, and is increasingly attractive to investors.

Magenta Financial Planning
The Financial Vulnerability Taskforce Charter

The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms (circa 4,000 members) using the Charter badge to augment their own approach to vulnerability.

Our Awards

Andrew's story

Hear Andrew's story about how the team at Magenta Financial Planning helped him to identify and build a plan for his future.

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Magenta Financial Planning
Magenta Financial Planning
Suite 1, Nolton Court, Nolton Street, Bridgend. CF31 1BX
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Magenta Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 10055304.

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