Our Story

Imparting our knowledge and experience on investments, retirement and inheritance is a wonderful part of what we do. Yet for us, it’s working with clients over many years then seeing them fulfil their ambitions that is what really gives us job satisfaction.

At Navigate, family values are at the heart of everything we do. We created our “family office” to look after the financial affairs of our clients and their families, and with time and the trust we have been given, we often feel like part of their family too!
“Mark continues to provide absolutely first rate, personalised, directed advice in the most friendly and helpful way”.

Timothy, Epsom

We are lucky to be based in the heart of the Surrey Hills, an area of outstanding natural beauty, so we can offer our clients a pleasurable location to visit with easy parking!