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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.

Find out more about me below.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.