What Our Clients Say

The team at Navigate Wealth prides itself on the expert guidance offered to clients as well as the long-lasting relationships they have built along the way. 

"Everything went so smoothly",

"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 T, Cheshire

"I have no hesitation in recommending Navigate Wealth as pension consultants.",

"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 B, Jersey

"I would thoroughly recommend Richard to anyone who is considering seeking advice on pensions, however informed they might think they are.",

"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."

 

Mr S, Madrid

"I would recommend Richard Bamforth's services to anyone looking for expert",

“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.”

Mrs H, Essex

How we can help

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Richard Bamforth explains why Navigate Wealth is in the best position to advise you on a range of pension options
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Find out how Navigate Wealth’s experienced team will advise you on the best investment options to help you meet your long-term financial goals.
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Rest assured we are always on hand to help. If you would like to discuss your financial position, or just an informal chat, then please fill in the form below. Alternatively, visit our Contact Page for further ways to get in touch.

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