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.

Contact us

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 submission form.

Testimonials

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Mr T, Cheshire

"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."

Mr B, Jersey

"As an overseas customer finding the right advice and help is of the utmost importance. Richard and his 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."

Mr S, Madrid

"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. Richard Bamforth was very helpful not only in helping me process the transfer at a reasonable cost, but also in giving me his 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 Richard to anyone who is considering seeking advice on pensions, however informed they might think they are."

Mrs H, Essex

“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.”