About Us

Who we are

Navigate Wealth is an independent, whole of market financial advice company based in Manchester. With more than 30 years’ experience in recommending the best pension, investment and protection products, our specialists make the perfect partner in helping you navigate your financial planning options.

We are committed to delivering an outstanding service. We put our clients at the centre of everything we do, meaning we will always do what is best for you.

Our team will invest time in getting to know you and take responsibility for building a clear picture of your position, so that we can provide you with tailored advice on how to reach your long term financial goals.

What we do

We specialise in providing advice regarding a range of different pension, investment, and financial protection products.

We pride ourselves on providing quality, independent advice to help you understand and identify the best financial planning options for you and your family - from final salary pensions and annuities to investments, ISAs and insurance.

The team at Navigate Wealth is experienced in developing financial plans that have a positive impact on people’s lives.

Why choose Navigate Wealth?

Your life is a journey and we can help you navigate any new route you may take to help you secure the financial future you want for you and your family.

Committed - we put you at the centre of everything we do
Bespoke - we tailor our advice to your unique needs
Expert - we are authorised pension transfer specialists
Accredited - we are members of numerous professional bodies

Contact Us

To find out more about our services and how we can help you achieve your financial goals, get in touch today on 0345 340 9690 or use our submission form.

Testimonials

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Mr T, Cheshire

"We cannot thank you & the team enough for everything you have done. Everything went so smoothly, which I know is due to your professionalism and expertise. We would highly recommend you to anyone who needed similar help."

Mr B, Jersey

"As an overseas customer finding the right advice and help is of the utmost importance. Richard and his team at Navigate Wealth exceeded my expectations and helped me to transfer my pension quickly and efficiently. I have no hesitation in recommending Navigate Wealth as pension consultants."

Mr S, Madrid

"I was looking to transfer my occupational pension to a self-invested pension plan and needed to find a professional adviser in order to comply with regulatory requirements. Richard Bamforth was very helpful not only in helping me process the transfer at a reasonable cost, but also in giving me his advice and insights on consequences and possibilities that I had not appreciated previously, despite my being financially literate and having spent my career in financial services. I would thoroughly recommend Richard to anyone who is considering seeking advice on pensions, however informed they might think they are."

Mrs H, Essex

“I was very pleased with the straightforward advice received from Richard Bamforth when looking to consolidate a relatively small defined benefit pension into my main small self-administered scheme (SSAS). Most advisors either wanted to charge a huge amount for the government-required advice, or wouldn’t even deal with my enquiry since I wasn’t looking to use their managed funds. Richard was thorough in his investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Richard Bamforth's services to anyone looking for expert, independent financial advice.”