Navigate Services

Choosing the right financial products can be a daunting and confusing process, but the team at Navigate Wealth prides itself on providing thorough, whole of market advice that will help you make the best choices for you and your family, and assist you in reaching your long term financial goals.

We specialise in providing advice in the following areas:

Navigate Pensions

Navigate Investments

Navigate Family Protection

Navigate Estate Planning

Glossary of Key Terms

With more than 30 years’ experience in recommending different pension, investment and protection products, our specialists are the perfect partners to help you navigate your financial planning options.

Invested approach

At Navigate Wealth, we put you at the centre of everything we do - meaning we will always do what is best for you to help you reach your financial goals and enhance your future.

Your life is a journey and we can help you navigate any new route you may take to help you secure the financial future you want for you and your family.

From the first point of contact, we are committed to getting to know you.

To be able to recommend the best products that suit your individual needs, we need to understand your current financial position as well as your short and long term goals as well as your attitude to risk.

After developing a plan that meets all your requirements, we will stay in regular contact with you to ensure that we can make adjustments in line with any changes to your circumstances.

Get in touch

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 use our submission form.

Testimonials

View all

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.”