A day in the life of an adviser: Bridgend-based Gretchen Betts

PA hears how advisers all across the nation structure their workdays

Hope William-Smith
clock • 2 min read

In this new interview series for 2023, Professional Adviser speaks with a range of different planners from all corners of the UK about their typical workday.

This week, it's Magenta Financial Planning managing director and FFEM founder Gretchen Betts… What time does a typical workday start for you and what is first on the agenda? Usually about 8:00am with some porridge! I'll prepare for meetings I have that day and respond to any client emails I have had. On days without client meetings, when do you tend to do your ‘deep thinking' work? I find it great to work with others, brainstorming and discussing ideas. This gives me a great grounding, to then think a bit deeper about marketing and strategy. What do you like to have achieved be...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Fidelius takes stake in HNW specialist

Fidelius takes stake in HNW specialist

Follows February rebrand

Jen Frost
clock 02 May 2025 • 2 min read
Are advice business data silos a necessary evil?

Are advice business data silos a necessary evil?

‘Like them or not, data silos are here to stay’

Robin Bevan
clock 29 April 2025 • 4 min read
Editor's view: Plenty to celebrate about the next generation of advisers

Editor's view: Plenty to celebrate about the next generation of advisers

The editor's Friday Night Takeaway from 25 April

Jen Frost
clock 25 April 2025 • 4 min read