Navigator Financial Planning Northern Ireland : Investments Savings Inheritance Tax Pensions Advice

Navigator Financial Planning

What we do

Navigator Financial Planning provides financial strategies to a select group of clients.

Who we work best with

We work with both trustees and private clients, specifically;

People come to see us when they require guidance about their lifestyle and financial objectives and how to reach them.

Our process

We spend a lot of time helping you to understand what you want to achieve over the next few years. We then ensure that your assets are properly structured and your strengths fully utilised to make that this happens. We will then help you constantly review your goals and monitor your progress towards them.

Our Mutual Commitment Experience document (click to view in Adobe pdf format) will give you an idea of what to expect when you become a client of Navigator Financial Planning.

The results

Clients tell us that dealing with Navigator gives them a feeling of trust, security and confidence about their financial future.


New Model Advisor of the Year 2012

New Model Advisor of the Year 2013

Accredited Financial Planning Firm

Contact us now

Phone: 028 3085 1199
Email: Contact us »

Contact Details

Navigator Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA registration no. 587701. Navigator Financial Planning Ltd is registered in Northern Ireland NI48574. No investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future. For full terms & conditions governing the use of this site, please see our Investment Risk Disclosure & Legal Notice. This web site is intended for use by UK residents only.
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