Joe Maguire

Chartered Financial Planner, Partner

Joe brings over 35 years of experience as a financial adviser. Throughout his career, he has focused on making the often complex world of investment and financial planning more accessible and easier to understand. A strong advocate of cash flow modelling, Joe believes it plays a vital role in helping clients ‘paint the picture’ of their financial future before diving into the technical details.

While he primarily advises private clients, Joe has also worked extensively with trust and corporate clients. In addition to his advisory work, he has held senior leadership and regulatory roles, including Managing Partner of Beckford James, now part of Saltus, and previously as a board director at two large national IFA firms.

Joe is a committed supporter of the profession’s drive toward higher standards and professionalism. He is a Chartered Fellow of both the Personal Finance Society (PFS) and the Chartered Institute for Securities & Investment (CISI), and an Affiliate of the Society of Trust and Estate Practitioners (STEP) and the Pensions Management Institute (PMI).

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