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Gretchen Betts Email & Phone Number
Certified Financial Planner and Managing Director
at
Magenta Financial Planning
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner and Managing Director
Location
Bridgend, Wales, United Kingdom
Company size
Who is Gretchen Betts? Overview
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Quick answer
Gretchen Betts is listed as Certified Financial Planner and Managing Director at Magenta Financial Planning, a with 7 employees, based in Bridgend, Wales, United Kingdom. AeroLeads shows a matched LinkedIn profile for Gretchen Betts.
Gretchen Betts previously worked as Non Executive Director at Nextgen Planners and Certified Financial Planner & Managing Director at Magenta Financial Planning. Gretchen Betts holds Chartered Financial Planner from Chartered Insurance Institute.
Company email context
Email format at Magenta Financial Planning
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Magenta Financial Planning
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Profile bio
About Gretchen Betts
I'm a Financial Planner, Financial Coach and Business Owner at Magenta. When I am not working I enjoy any art and craft and travel to explore new places. Oh, I'm a crazy cat lady too. At Magenta we are passionate about ensuring that our clients achieve a state of financial well-being where they feel confident about their money and what it can help them to do in the future, allowing them the freedom to pursue their passions. I want to empower my clients to make educated decisions about their finances and to establish how they can live a happy and satisfied life.As a Certified Financial Planner and Certified Financial Coach, I am able to use my knowledge and experience to advise clients in connection to all aspects of financial planning and money journey. At Magenta we provide an ongoing financial planning service, priding ourselves on being friendly and approachable and developing longstanding client relationships.I’m also a LGBT champion (awarded gold) via the LGBT Foundation.
Listed skills include Pensions, Inheritance Tax Planning, Wealth Management, Financial Planning, and 13 others.
Current workplace
Gretchen Betts's current company
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Magenta Financial Planning
8 roles
Gretchen Betts work experience
A career timeline built from the work history available for this profile.
Non Executive Director
Current
Sep 2022 - Present
Certified Financial Planner & Managing Director
CurrentAt Magenta we believe in provided a highly personal and friendly financial planning service. We help our clients to make plans for future security & happiness, so they don't have to worry about money in the future.
Aug 2016 - Present
Certified Financial Planner
I work as a Certified Financial Planner with the Wales team. I provide strategic Financial Planning advice to the clients of BFP, based mainly in Wales.I am passionate about working closely with clients to understand what they really want from life and to create and implement a Lifetime Financial Plan to help them achieve this.
Jul 2015 - Aug 2016
Wealth Adviser & Financial Planner
Nov 2012 - Jul 2015
Financial Adviser (Dip Pfs)
Sep 2003 - Oct 2012
Trainee Ifa
Sep 2001 - Sep 2003
Jan 1996 - Aug 1999
Team & coworkers
Colleagues at Magenta Financial Planning
Other employees you can reach at magentafp.com. View company contacts for 7 employees →
MW
Mandy Whitburn
Colleague at Magenta Financial PlanningGreater Cardiff Area, United Kingdom
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AB
Aled Burd
Colleague at Magenta Financial PlanningCardiff, Wales, United Kingdom
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MK
Megan Kindelin
Colleague at Magenta Financial PlanningGreater Cardiff Area, United Kingdom
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AH
Allyson Hopkins
Colleague at Magenta Financial PlanningUnited Kingdom
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MT
Mollie Tippins
Colleague at Magenta Financial PlanningBridgend, Wales, United Kingdom
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Mandy Whitburn
Colleague at Magenta Financial PlanningGreater Cardiff Area, United Kingdom
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AB
Aled Burd
Colleague at Magenta Financial PlanningCardiff, Wales, United Kingdom
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MK
Megan Kindelin
Colleague at Magenta Financial PlanningGreater Cardiff Area, United Kingdom
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AH
Allyson Hopkins
Colleague at Magenta Financial PlanningUnited Kingdom
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MT
Mollie Tippins
Colleague at Magenta Financial PlanningBridgend, Wales, United Kingdom
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6 education records
Gretchen Betts education
Chartered Financial Planner
Diploma In Financial Planning, Financial Planning And Services, Certified Financial Planner
Institute Of Financial Planning
Diploma In Financial Planning, Financial Planning And Services, Dip Pfs
Chartered Insurance Institute
Ba Hons, Ceramics
University Of Wales Institute Cardiff
Art Foundation, Art
Swindon College
A Levels And Gcse, Various
Malmesbury School
FAQ
Frequently asked questions about Gretchen Betts
Quick answers generated from the profile data available on this page.
What company does Gretchen Betts work for?
Gretchen Betts works for Magenta Financial Planning.
What is Gretchen Betts's role at Magenta Financial Planning?
Gretchen Betts is listed as Certified Financial Planner and Managing Director at Magenta Financial Planning.
Where is Gretchen Betts based?
Gretchen Betts is based in Bridgend, Wales, United Kingdom while working with Magenta Financial Planning.
What companies has Gretchen Betts worked for?
Gretchen Betts has worked for Magenta Financial Planning, Nextgen Planners, Broadway Financial Planning Ltd, Towry, and Clay Shaw Thomas.
Who are Gretchen Betts's colleagues at Magenta Financial Planning?
Gretchen Betts's colleagues at Magenta Financial Planning include Mandy Whitburn, Aled Burd, Megan Kindelin, Allyson Hopkins, and Mollie Tippins.
How can I contact Gretchen Betts?
You can use AeroLeads to view verified contact signals for Gretchen Betts at Magenta Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Gretchen Betts attend?
Gretchen Betts holds Chartered Financial Planner from Chartered Insurance Institute.
What skills is Gretchen Betts known for?
Gretchen Betts is listed with skills including Pensions, Inheritance Tax Planning, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Protection, and Event Planning.
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