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.
Our Mission
To cut through the noise and give our clients clarity, confidence, and a plan they trust, so they can stop worrying about money and live the life they want
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.
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.
Our Values
Client first
Cultivate trust through transparency, respect, and kindness. Strive for excellence by maintaining high standards in everything we do. Protect and enhance our reputation, placing it above short-term gains. Honor your commitments by delivering as promised.
Flexibility
Feeling comfortable in your role in an environment where you feel valued, empowered, and confident to thrive while maintaining a work-life balance.
Innovation
Embrace change, challenge the status quo, while striving for continuous improvement. Commit to personal growth and learning to unlock your full potential. Strive to enhance processes, outcomes, and experiences, and view mistakes as opportunities for learning and growth.
Enjoy & have fun
The effort we put into our work gives us the freedom to enjoy ourselves and have fun outside the office. We take pride in our work and achievements but never take ourselves too seriously.
Our Chosen Charities
We’re proud to support three chosen charities that make a real difference in our local community – The Larder, Team Haven and Autism NI.
The Larder is an emergency food bank in Belfast, assisting approximately 150 people every month. Referrals are made by churches, local agencies and other support organisations.
Team Haven is a voluntary community organisation that provides help and support to people experiencing homelessness, vulnerability and food poverty across Belfast and the surrounding areas.
Autism NI supports autistic people and their families at school, at work and throughout the community. This charity is particularly close to the hearts of the Navigate team, and we are proud to play a small part in helping them create a more inclusive society.
Giving back is an important part of who we are, and we’re honoured to contribute to causes that positively impact the lives of individuals, families and communities across Northern Ireland.
