“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.”
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
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 .