Welcome to Navigate Wealth

With more than 30 years’ experience in recommending the best pension, investment and protection products, we are the perfect partner to help you navigate your financial planning options. At Navigate Wealth, we put you at the centre of everything we do - meaning we will always do what is best for you. 

We pride ourselves on providing quality, independent financial advice to help you understand and identify the best pension, investment and protection options for you and your family - from final salary pensions and annuities to investment and ISAs. Your life is a journey and we’re prepared to guide you through any new turn you may take to help you achieve your personal financial goals and enhance your future.

Learn more about us


Navigate Pensions

Pension Advice

Pension Consolidation, Defined Benefit Advice, Final Salary Pensions Advice, Personal Pensions, Building Your Pension, Spending Your Pension. Many people dream about their ideal retirement, but in order to achieve this in later life - it’s crucial that you have a plan in place.

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Navigate Estate Planning

Estate Planning

An individual’s estate is made up of the things that they own, including houses, land, cars and jewellery - as well as any retirement, investment or savings accounts they hold.

View our Estate Planning

Navigate Family Protection

Family Protection

Protection is crucial to financial planning. When creating your financial plan, the most responsible thing to do is incorporate insurance to prevent having to worry about providing for your family if something should happen to you. 

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The Value of Advice

Value of Advice

Everyone looks for advice at some point during their lives.

The Value of Advice

Navigate Investments


Investments are one of the best ways to achieve your long-term financial goals and secure the future you and your family wish for. 

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If you’d like to speak to one of our experienced advisers, or get in touch is via our online form. A member of the Navigate Wealth team will contact you as soon as possible.


How we can help

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Richard Bamforth explains why Navigate Wealth is in the best position to advise you on a range of pension options
Find out how Navigate Wealth’s experienced team will advise you on the best investment options to help you meet your long-term financial goals.
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Get in Touch

Rest assured we are always on hand to help. If you would like to discuss your financial position, or just an informal chat, then please fill in the form below. Alternatively, visit our Contact Page for further ways to get in touch.

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