After 3 years with Broadway Financial Planning, we are happy with the progress of our investments and high standard of service given. It’s reassuring to have the annual, comprehensive review with Keri, thank you.
After a successful period of collaboration with financial planners, Julie Lord and Gretchen Betts, we’re delighted to wish them every success as they launch their new separate venture, Magenta Financial Planning. Keri Carter, Managing Director said “we have enjoyed working with Julie, Gretchen and the team in Wales over the last 12 months where we have been able to pool ideas and practices to the benefit of our businesses. It is now the right time for us both to carry on with our individual goals and aspirations, although we will continue to work together on various projects where appropriate.”