I am a Certified Financial Planner, based in South Wales. I’ve recently set up my own firm, with colleague Julie Lord, called Magenta Financial Planning.
At Magenta we help clients create plans, so they don’t have to worry about money in the future. I want my clients lifelong dreams and plans can become a reality.
I love to talk to clients, find out what makes them tick and where they want to be in life – and then plan how we can get them there.
I am passionate about proper Financial Planning, not just financial advice. You can read more about this in the menu ‘Financial Planning’.
I also like all things crafty, travel, afternoon naps, good food and the occasional glass of wine (or two!).
I should warn you, my cat, Basil (@fluffybasil) is more successful on social media than I am. You can read about him too (he has a page on this blog).