Magenta Financial Planning Bridgend CF31 1BX
About the Business
Welcome to Magenta Financial Planning! We are a leading financial institution located in Bridgend, United Kingdom. Our primary goal is to provide comprehensive financial management services to individuals and businesses alike. We offer a broad range of financial planning services, including investment management, retirement planning, estate planning, tax planning, and more.
At Magenta Financial Planning, we take a personalized approach to financial management. We understand that each of our clients has unique goals, financial situations, and risk tolerance levels. That's why we work closely with our clients to develop customized financial planning strategies that align with their specific needs and priorities. We provide ongoing support, guidance, and advice to ensure our clients' financial plans remain on track as their circumstances evolve over time.
Our team at Magenta Financial Planning is comprised of experienced and knowledgeable financial experts who are committed to helping our clients achieve their financial goals. We are passionate about what we do, and we take pride in delivering exceptional service to our clients. With our extensive experience in the financial industry, we are well-positioned to help our clients navigate even the most complex financial challenges.
At Magenta Financial Planning, we believe that financial planning is an essential part of achieving long-term success and prosperity. We strive to help our clients make informed financial decisions that enable them to achieve their short-term and long-term goals. We are dedicated to providing unparalleled support and guidance to our clients at every step of the way.
If you're looking for a trustworthy and experienced financial institution in Bridgend, look no further than Magenta Financial Planning. Contact us today to learn more about our services and how we can help you achieve your financial goals. We look forward to working with you!
Photos
Location & Phone number
Suite 5, Nolton Court, Bridgend CF31 1BX, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My experience with the team at Magenta was excellent and I look forward to working with them for years to come. They were friendly, responsive and always helpful! Highly recommended."
"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"
"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!"
"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!"
"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."
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