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.
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
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.