
Joshua Magrath
Financial Planning Consultant DipPFS in Sussex
A little bit about Joshua
My name is Joshua Magrath, I’m a former international student-athlete, I have 2.5 years’ experience in financial services, and I’m based in the heart of Sussex.
My objective as a holistic financial adviser is to help individuals like yourself achieve your financial goals with confidence and clarity. I do this by building long-term, trusting relationships and will be there to support you every step of the way. With a focus on understanding my clients’ unique circumstances and goals, I’m able to provide a bespoke service, specialising in areas such as retirement planning, investments, tax-efficiency and protection.
Please feel free to get in touch – I’d be happy to help you navigate your financial journey.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Qualifications

Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Joshua's location
Haywards Heath Sussex
United Kingdom
Joshua is located in Sussex and offers expert financial advice to suit your needs.
More about me
In working towards becoming a qualified financial adviser, I have obtained the CII Level 4 Diploma in Regulated Financial Planning after passing a series of examinations, with focus on areas such as investments, pensions, protection and personal taxation.
As a financial adviser I enjoy building meaningful relationships where I am able to develop a deep understanding of my clients’ circumstances and objectives, on a personal and financial level, which massively helps in providing value on a bespoke basis.
I like to work with clients on an ongoing basis, being able to support them every step of the journey, through life’s twists and turns and making complex situations as simple and accessible as possible.
In my spare time I enjoy an array of sports, including playing golf at my home club, Royal Cinque Ports GC, playing football for Old Ardinians FC and have run a couple of marathons in the last couple of years.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.