Joe Maguire

Chartered Financial Planner, Partner

Joe has over 35 years’ experience as an independent financial adviser and planner. Throughout his career, Joe has always aimed to make the complex world of investment and financial planning easier for clients – without the use of technical jargon. He is a keen advocate of cash flow modelling and the role it plays in helping clients navigate their financial journey, feeling it is important to ‘paint the picture’ before focusing on the technical details.

Whilst mainly advising private clients, he has also advised trust and corporate clients over many years and has chaired the investment committee, with the responsibility of running a range of investment portfolios, for the last 14 years. In addition to advising, he has held senior management and regulatory responsibilities as Managing Partner of Beckford James, now part of Saltus, as well as previously being a board director at two large national IFAs.

Fully supporting the regulatory drive to professionalism, Joe is a Chartered Fellow of both the PFS (Personal Finance Society) and the CISI (Chartered Institute of Securities and Investment), as well as an Affiliate of STEP (Society of Trustees and Estate Practitioners) and the PMI (Pensions Management Institute).

Joe believes in making the complex world of investment and financial planning easier for clients by 'painting the picture' before diving into technical details.