Navigate Family Protection

Protection is crucial to financial planning. When creating your financial plan, the most responsible thing to do is incorporate insurance to prevent having to worry about providing for your family if something should happen to you.

Without family insurance protection, the financial goals you have been working towards throughout your career may be negatively impacted if you unexpectedly die or are diagnosed with an incapacitating illness.

The team at Navigate Wealth has a wealth of experience that puts them in the perfect position to advise you on a range of insurance options and help you put the right protection plan in place.

To find out how we can help give you comfort when facing the future, or to arrange a free consultation, you can contact the Navigate Wealth team on 0345 340 9690 or use our submission form.

Insurance options

A good financial planner will advise that protecting your finances is just as important as growing them, but not all of the insurance options available will be suitable for you - so it’s paramount that you seek independent, financial advice that is tailored to you.

Choosing the right protection plan will give you and your family reassurance and ease the financial strain if you die or become critically ill.

Some of the most popular insurance options include life insurance, critical illness cover, and income protection. With these plans, you are usually able to customise them to choose between a lump sum payment or a regular income.

In line with your long term financial goals, Navigate Wealth’s expert team will be able to recommend the best products to give your family confidence and security.

Our services

We specialise in providing advice on the following insurance products:

Navigate Critical Illness Cover

Navigate Income Protection

Navigate Life Cover

Protection FAQ

Our approach

Our team will always put you at the centre of everything we do - meaning we will always do what is best for you.

From the first point of contact, we are invested in understanding your needs to ensure that we can recommend the most suitable products for your circumstances.

Your dedicated financial adviser will then use this information - alongside their knowledge of your long-term goals - to recommend the best insurance options best suited to your needs.

Contact us

Get in touch today to find out more about how the Navigate Wealth team can help you create an investment plan to help you meet your long-term goals.

Contact the team on 0345 340 9690 to arrange a free consultation, 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.”