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.

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.
Contact Us

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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