Our Process

At Navigate Wealth, our team of experts are on hand to offer advice and support of the highest standard regarding all your finances. We put you at the heart of everything we do, and we are committed to delivering an outstanding service. 

We go into detail about our thorough service below.

Step 1 

A free, initial consultation where we will get to understand what advice you are looking for, your circumstances and needs. We will then give you an indication as to whether we will be able to help you. 

Step 2 

At our first meeting, we will run through the full process, cover off the documentation required and likely timescales. Here, we will fully disclose the fee options as well as the likely cost for both the initial advice and any ongoing requirements. 

Step 3 

We will write to you to confirm what we discussed during the initial meeting, and reiterate the full process, disclosure documents and detailed fee structure. 

At this stage, we are also likely to provide general information for you to read, or point you in the direction of certain documents/websites to help build your own knowledge and understanding. 

Step 4

Assuming you wish to proceed, we will gather more detailed information on your circumstances relating to the areas you wish to receive advice about. This will involve discussions to ensure that we have full clarity required before we can advise. 

This will involve discussions to ensure we have the level of clarity required before we can offer you any advice. This will include hard facts - such as existing assets and liabilities - as well as your beliefs and personal goals. 

Step 5 

Once we have all the information we need to be able to advise you, we will undertake a full needs analysis, undertake research and analysis within the market. 

As whole of market advisers, we can select solutions from any provider and fund manager available and we will ensure that our research and analysis selects the best solution to suit you and your requirements.

Step 6 

We will prepare our recommendations and financial plan before presenting our recommendations in writing and on a one-to-one basis. 

Step 7 

Assuming you agree and are happy with our financial recommendations, we will implement the plan and undertake all administrative tasks required. 

Step 8 

The plan and your circumstances will be reviewed on a regular basis, as appropriate. As your circumstances change, the plan will need to evolve to ensure it is still achieving your objectives and is on track. 

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 fill in our contact form.