Plan for a life fulfilled
We think that real wealth is about more than just how much money you have. It’s about being able to do more of the things you love, with less fear of your finances holding you back.
We deliver financial planning solutions that will help you take control of your future so you can realise your goals and be financially free to live life on your terms.
Wealth. Clarity. Freedom.
These three words are the driving force behind everything we do – but what do they mean to us?
Wealth
The Middle English origins of this word actually place it in relation to wellbeing, not finances. That’s what true wealth is to us; it’s about having a fulfilled life - not simply having money.
Clarity
We provide people with the clarity they need to make sense of and unpick things, giving them the head space they need to make important decisions that will allow them to achieve their end goal.
Freedom
Ultimately, we help people feel the freedom to do the things they want in life. Whether it's working less, not working at all, taking more trips or spending more time with family, the freedom is yours.
Our clients
Whatever stage in life you’re in, we can work with you to help you achieve the things that matter most.
Our approach
Wherever you are on your financial journey, our services are designed to meet you there, with clear, expert guidance every step of the way.
Foundations
Perfect for those just starting their financial journey, this service offers the simple, educational guidance needed to build a strong base.
LifeMap
Our core financial planning service, focused on designing and implementing a tailored financial strategy aligned with your future goals.
Compass
Feel confident in your financial direction with a trusted partner by your side – reviewing, refining, and optimising your plan as life evolves.We’re Top Rated
We’re delighted to announce that VouchedFor has included several of our advisers for the third consecutive year in their 2025 guide, distributed by the Times. VouchedFor, a site similar to Tripadvisor but for financial services, releases their guide every year to identify the best of the best in financial services.
Our team
Experienced, innovative, and always pushing for better. Our people are our greatest asset and the reason we’re trusted by so many. Get to know the Navigate family.
View allOur reputation
Read our latest client survey results
I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.
The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.
Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals
We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.
It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after
We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.
How can we help you?
Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.