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;

  • Professional people
  • Entrepreneurs
  • The retired (and their extended families)

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

Our process

Our Wealth Management Consulting Process (click here to view in Adobe pdf format) helps people to understand and focus on what is important to them. We then create a bespoke action plan that clearly maps out their choices with a range of specific recommendations and milestones. We review this regularly to ensure their objectives are achieved.

The results

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


Navigator Financial Planning Limited is an appointed representative of Investments Limited, which is authorised and regulated by the Financial Services Authority. 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.
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