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Female-led financial planning firm shortlisted in 2018 South Wales Business Awards

Bridgend based Magenta Financial Planning has been shortlisted in the ‘New Start Up’ category in the 2018 South Wales Business Awards.

Headed by Chief Executive, Julie Lord and Managing Director, Gretchen Betts, Magenta is a small financial planning business based in Bridgend. With 43 years financial experience, Magenta works with clients to organise their financial affairs and create personal financial plans for their future security and happiness. Magenta prides itself on a friendly approach to financial planning, and works with clients from a variety of different backgrounds and sectors.

Set up in 2008 the South Wales Business Awards aim to recognise and highlight Welsh businesses success and will take place on the 6thJune in Cowbridge.

Julie Lord, Chief Executive of Magenta Financial Planning said:

“To be shortlisted in these awards is great recognition of the effort that has been put into our business by the whole Magenta team, since our launch 18-months ago.”

“We are particularly excited to be recognised locally and to be shortlisted with many other small businesses who are helping to promote entrepreneurship and contributing to the success of Wales’ economic growth.”

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