Richard Bamforth heads up the team at Navigate Wealth and has extensive experience in providing thorough, easy-to-digest investments advice to help individuals reach their long-term financial goals.
Here, Richard explains the approach Navigate Wealth takes with every client.
“Investing can be a hugely successful method of growing your finances, however, there is a significant amount of risk involved with it, so the team at Navigate Wealth will always explain your options in a clear and concise way to make sure you fully understand any potential gains, as well as losses. In providing this honest advice, our aim is to ensure that your money is invested in the most appropriate ways to help you achieve your long-term goals.
From the first point of contact, our team takes a thorough approach to understanding your financial needs and expectations, as well as your personal attitude to risk, to ensure that we can make recommendations that align perfectly with them. While your investment options are being assessed in line with your objectives, we will communicate clearly and consistently, ahead of compiling an investment plan tailored to you.
Clients who seek investments advice often do so as they do not feel confident enough to choose the right options for themselves, but after seeking Navigate Wealth’s advice, many of them now feel like they have a good understanding of how they can make the most of their finances by investing.”
