We are here to help you navigate the often confusing world of personal finance with both expertise and empathy
We are proud that most of our clients have been with us for decades and, in some cases, for generations. When asked why, they reply that it is not just the trust they have in us or the expertise or the peace of mind, it is also the way we take time to understand their unique situation. In short, the empathy we show our clients is the thing that they say means the most.
Navigate’s practical approach to financial planning will allow you to do the things you’ve been considering for years – but never been brave enough to do! Through careful modelling, we can show you how and when you can afford to make your next move. Maybe the plan is to retire, buy a second home, pay for the grandchildren’s education or travel the world on an exciting adventure. What we do isn’t complicated, but it does take specialist knowledge and years of professional experience to get it right.
Our clients tend to be busy professional people who come to us for advice when they are approaching a life change. Perhaps you have had a promotion, a company sale or an inheritance which has given you a cash injection. Or retirement is starting to look like an exciting possibility and/or your children are getting married or starting families.
Using the latest cashflow software we map-out what your financial future could look
like. See our video explanation here.
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Next we devise your financial plan which details precisely what actions and strategies are required to achieve your financial goals.
Investment Selection and Monitoring
We thoroughly research your needs and select the very best investment managers and model portfolios from the entire marketplace. We monitor and review their performance, keeping you updated with how they are doing versus their competitors. The value of an investment can go down as well as up and you may not get back the amount invested.
Estate & Tax Planning
“In this world, nothing can be said to be certain except death and taxes”.
We will ensure you utilise all of the appropriate reliefs and exemptions to reduce your income tax, capital gains tax, and inheritance tax so that you and your family can enjoy more of the money you have worked so hard to accumulate. Tax planning advice is not regulated by the Financial Conduct Authority.