David started Navigator in 2004 with a view to serving needs of a limited number of discerning clients, who valued his expertise, and particularly the confidence in their futures he could provide with proper financial planning.
The stories of some of those clients can be found here; time, space, and confidentiality limit what we can say about them – however, the overriding statement that can be made is that they are an honour and privilege to look after. We take pride in what we do, and in who we do it for.
Navigator was the first fee-based financial planning practice in Northern Ireland, and in the first cohort of Northern Irish firms to be accredited by the IFP. David was also the first Certified Financial Planner (CFP) in the Province and was in the inaugural group of Chartered Financial Planners, all of which demonstrates his extensive technical knowledge, especially in investments and inheritance tax. This commitment to the ongoing development of expertise, service, and experience for clients is still one of our core values – ‘Navigator will always keep looking for better ways.’
Today, there’s a lot more to Navigator than David. Since 2010 the current team has been taking shape, bringing a variety of talent to bear for our clients’ benefit. We take the view that our ‘team effort’, with specialists looking at the component parts of our client service, will always have a much greater impact than relying on generalists. This is the same view that we take with our professional connections, whose support we continue to value.
Although we only trademarked our Personal CFO proposition in January 2015, in reality this is nothing new. We’ve always existed to take care of clients’ financial affairs, letting them as the ‘Chief Executive’ get on with what they do best. Now we explain it better as well.
In Summer 2015, Navigator moved into a new Warrenpoint office, with more private client meeting rooms, more space for the team, and – of course – a beautiful view of Carlingford lough. You’d be very welcome.
This info-graphic was put together at our ten year anniversary; we’ve included it here because we still really like it – here’s to ten more years!
