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Julie Lord

Chief Executive

Certified Financial Planner, Chartered Financial Planner & Chartered Wealth Manager

Magenta Financial Planning


I am CEO of Wales-based Magenta Financial Planning. I love talking to clients about what they want to get out of their lives and feel privileged to be able to help them pursue their passions and dreams.

I joined the PFS Financial Planning Practitioner Panel to change the world! To help more advisers see the immense value in life-focused, comprehensive Financial Planning as opposed to product sales and investment. Not just to achieve great client outcomes but to further our own businesses and our own success.

Financial Planning has the Power to change lives because:

  • When people see the whole picture laid out before them, it gives them more confidence to take action.
  • When people know how much they need to earn, it gives them greater freedom to leave unfulfilling jobs.
  • When older people know how much they need for the rest of their lives, they can pass on any surplus while they are still alive and see the joy this can bring.

Content by Julie Lord

Financial Planning – The Story

By Julie Lord, CEO, Magenta Financial Planning

The Meaning of Financial Wellbeing

The term ‘Financial Wellbeing’ is very subjective and can be defined differently by each person who uses it. The new Initiative of Financial Wellbeing has defined it as “the study and application of how money can make us happy” and I support that, but ‘well-being’ is derived from other things too.

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Job Satisfaction, Wellbeing & Genuine Joy

To be certain your business is futureproof, you have to predict the future and put plans in place to meet the demands put upon you indefinitely. By Julie Lord.

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What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.

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Discovery and Planning

Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.

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