“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.”
The Value of Advice
Everyone looks for advice at some point during their lives, and at Navigate Wealth, we specialise in providing advice regarding a range of different pension, investment and financial protection products.
We pride ourselves on our approach, which aims to help you understand and identify the best financial planning options for you and your family.
But what is the value of advice?
Receiving quality, independent, whole of market guidance when it comes to pensions, investment and financial protection means you can rest assured that your financial future is handled with the utmost care.
This can help you to:
- Grow your net worth
- Plan for the future
- Eliminate financial stress
How we can help
We are dedicated to offering useful advice that will help you to make the most of your financial future, and we will always strive to be:
- 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
Our team of experts are on hand to help you to navigate the options available to you relating to pension, investment and financial protection products.
To find out more about income protection, or to arrange a free consultation, you can contact the Navigate Wealth team on 0345 340 9690 or use our .