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Our Philosophy

Planning Philosphy - Our Planning Beliefs

The Navigator Financial System is based on several core planning philosophies designed to help you formulate and accomplish your desired Lifestyle and personal definition of success.

More information on our Planning Philosophy»

Investment Philosophy - Summary

Five principles

Our key investment beliefs are:

1. Markets work - Prices for financial assets find equilibrium quickly

2. Risk and return are related

3. Diversfication is essential - A landmark academic discovery found that when 2 portfolios have the same arithmetic average return, the portfolio with smaller up and down swings in value (less volatility) has a greater compound return.

4. Asset allocation explained performance

5. Costs and taxes matter

In practice, these core beliefs mean the implementation of our Investment Philosophy

More information on our Investment Philosophy

 No passion so effectually robs the mind of all its powers of acting and reasoning as fear.
Edmund Burke

New Model Advisor of the Year 2012

New Model Advisor of the Year 2013

Accredited Financial Planning Firm

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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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