Gretchen Betts

Gretchen Betts Email and Phone Number

Certified Financial Planner and Managing Director @ Magenta Financial Planning
Bridgend, GB
Gretchen Betts's Location
Bridgend, Wales, United Kingdom, United Kingdom
Gretchen Betts's Contact Details

Gretchen Betts personal email

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.

Gretchen Betts's Current Company Details
Magenta Financial Planning

Magenta Financial Planning

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Certified Financial Planner and Managing Director
Bridgend, GB
Website:
magentafp.com
Employees:
7
Gretchen Betts Work Experience Details
  • Magenta Financial Planning
    Certified Financial Planner And Managing Director
    Magenta Financial Planning
    Bridgend, Gb
    View
  • Nextgen Planners
    Non Executive Director
    Nextgen Planners Sep 2022 - Present
    View
  • Magenta Financial Planning
    Certified Financial Planner & Managing Director
    Magenta Financial Planning Aug 2016 - Present
    Wales
    At 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.
    View
  • Broadway Financial Planning Ltd
    Certified Financial Planner
    Broadway Financial Planning Ltd Jul 2015 - Aug 2016
    Cardiff
    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.
    View
  • Towry
    Wealth Adviser & Financial Planner
    Towry Nov 2012 - Jul 2015
    Cardiff, United Kingdom
    View
  • Clay Shaw Thomas
    Financial Adviser (Dip Pfs)
    Clay Shaw Thomas Sep 2003 - Oct 2012
    Bridgend, Pencoed
    View
  • Grant Thornton
    Trainee Ifa
    Grant Thornton Sep 2001 - Sep 2003
    View
  • Nationwide Building Society
    Data Input
    Nationwide Building Society Jan 1996 - Aug 1999
    computer data input, general administration
    View

Gretchen Betts Skills

Pensions Inheritance Tax Planning Wealth Management Financial Planning Investment Advisory Retirement Planning Protection Event Planning Marketing Cash Flow Forecasting Social Media Communications Cat Mum Later Life And Care Planning Divorce Planning Ceramics And Art Time Management And Organisation Xero

Gretchen Betts Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Chartered Financial Planner
    View
  • Institute Of Financial Planning
    Institute Of Financial Planning
    Certified Financial Planner
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Dip Pfs
  • University Of Wales Institute Cardiff
    University Of Wales Institute Cardiff
    Ceramics
  • Swindon College
    Swindon College
    Art
  • Malmesbury School
    Malmesbury School
    Various

Frequently Asked Questions about Gretchen Betts

What company does Gretchen Betts work for?

Gretchen Betts works for Magenta Financial Planning

What is Gretchen Betts's role at the current company?

Gretchen Betts's current role is Certified Financial Planner and Managing Director.

What is Gretchen Betts's email address?

Gretchen Betts's email address is gr****@****ail.com

What schools did Gretchen Betts attend?

Gretchen Betts attended Chartered Insurance Institute, Institute Of Financial Planning, Chartered Insurance Institute, University Of Wales Institute Cardiff, Swindon College, Malmesbury School.

What are some of Gretchen Betts's interests?

Gretchen Betts has interest in Social And Business Networking, Children, Marketing, Education, Environment, Art, Good Food And Wine, Photography, Human Rights, Arts And Culture.

What skills is Gretchen Betts known for?

Gretchen Betts has skills like Pensions, Inheritance Tax Planning, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Protection, Event Planning, Marketing, Cash Flow Forecasting, Social Media Communications, Cat Mum.

Who are Gretchen Betts's colleagues?

Gretchen Betts's colleagues are Megan Kindelin, Aled Burd, Mollie Tippins, Allyson Hopkins, Mandy Whitburn.

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