"I was looking to transfer my occupational pension to a self-invested pension plan and needed to find a professional adviser in order to comply with regulatory requirements. The team at Navigate Wealth were very helpful not only in helping me process the transfer at a reasonable cost, but also in giving me their advice and insights on consequences and possibilities that I had not appreciated previously, despite my being financially literate and having spent my career in financial services. I would thoroughly recommend Navigate Wealth to anyone who is considering seeking advice on pensions, however informed they might think they are."

“I was very pleased with the straightforward advice received from Navigate Wealth 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. They were thorough in their investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Navigate Wealth's services to anyone looking for expert, independent financial advice.”

"We cannot thank you & the team enough for everything you have done. Everything went so smoothly, which I know is due to your professionalism and expertise. We would highly recommend you to anyone who needed similar help."

"As an overseas customer finding the right advice and help is of the utmost importance. The team at Navigate Wealth exceeded my expectations and helped me to transfer my pension quickly and efficiently. I have no hesitation in recommending Navigate Wealth as pension consultants."