Chris Maguire

Chris Maguire

Consultant, Financial Planning
Thames Valley

I am a Chartered, Certified Financial Planner based in the Thames Valley office, and am also a Fellow of the Personal Finance Society.  

As a Financial Planner, I build long-term relationships with my clients by providing sound, honest and sensible financial planning advice dedicated to supporting my client and their lifestyle goals, not selling products. It’s incredibly rewarding to significantly grow a client’s wealth, help them achieve what they have set their hearts on and then see them enjoy it.

I’ve discovered that not every client can identify and articulate what their real concerns are. So, helping them to understand why they get out of bed each day is often the first step in building a successful and robust financial plan towards their financial freedom.

What I Do

  • Financial planning
  • Pensions and retirement planning
  • Investments
  • Tax efficient investment planning
  • Trusts
  • Inheritance Tax planning
  • Individual and Business protection
  • Charity investments

My Clients

  • Private individuals
  • Family estates
  • Businesses
  • Trusts
  • Charities

Memberships

  • Fellow of the Personal Finance Society
  • Member of the Chartered Insurance Institute
  • Member of the Chartered Institute for Securities and Investment
  • Affiliate of STEP

Awards

                                 Crowe-Financial-Planning-UK-Limited