The advice business: Gretchen Betts on why IFA leadership is 'not for the faint-hearted'

'I care deeply about the business, my team, and the people we help'

Jenna Brown
clock • 4 min read

In the third of a series of business-focused interviews, Jenna Brown caught up with Gretchen Betts to talk business strategy, moving from pottery to advice and why IFA leaders need 'grit and determination'

Gretchen Betts is the managing director of Magenta Financial Planning, a small financial planning business based in South Wales, established in 2016. Betts is a multi-award-winning Certified Financial Planner, Chartered financial planner, and financial coach. She has been running the firm for nine years and has been the sole owner for the past four after completing a management buyout when former business partner Julie Lord wanted to exit. Her financial services career totals 24 years, with 17 of those as an adviser. As managing director (and financial planner), her role at Magenta is...

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