Joshua Magrath

Enjoy the feel-good factor of a financial spring clean

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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.