About us

Navigate IFA was formed in 2014 out of a desire to do things differently. After becoming disillusioned with the way the industry worked, our partners (who had all been friends for many years and shared the same values) left their previous roles in order to have a more focused approach to helping people.

Years on, we’re still committed to that same notion. As lifestyle financial planners, we exist to help people realise and achieve the things they want to do, without the worry of money holding them back.

Wealth. Clarity. Freedom.

These three words are the driving force behind everything we do – but what do they mean to us?


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.


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.


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.

The Navigate family

We’re a close-knit team who understand the value of good fun. We help our clients find their joy in life, and we make sure we find ours too. We’re committed to building a great work environment that brings the best out in people.

Meet the team

Our values


We challenge ourselves to consistently deliver the highest quality of service to our clients. We seek the best talent and promote personal and professional development.


We respect and honour the trust our clients place in us. We never lose sight of this, and that’s why you can be confident that we are always acting with our clients’ best interests in mind.


We listen and communicate directly and openly. We relish diversity, ideas and points of view. We are natural partners with our clients, colleagues, and our community.


We consider ourselves equals among our clients and our colleagues. We don't do egos and instead encourage a collaborative working partnerships.


We’re committed to staying ahead of the curve and finding new and innovative solutions that provide consistently good outcomes.


We firmly believe that life is for living. We work with the intention of helping more people do more of what they love, while having some fun along the way.

Our chosen charities

We’re proud to have two chosen charities that we support, The Larder and Team Haven.

The Larder is an emergency food bank in Belfast, assisting approximately 150 people every month. Referrals are made by churches, local agencies and more.

Team Haven is a non-funded Voluntary Community Organisation that provides help and support to the homeless, vulnerable, and those experiencing food poverty in Belfast and the surrounding areas.

We’re delighted to be able to support these wonderful charities and the amazing work they do.

Our reputation


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.

Ian & Nicola – Deputy CEO and Designer


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.

Robert & Pauline, retired


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

Louise, Cosmetic Dentist


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.

Gareth and Heather, run a successful fashion business


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

Terry, Golf course manager


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.

Vincent and Mary O’Connell, run a successful furniture business


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.