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LifeMap
Your financial future, clearly mapped

A comprehensive financial planning experience from Navigate IFA

Download the retirement checklist

LifeMap will answer the questions that matter to you most and guide you to the future you want to achieve.

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At some point, everyone approaching retirement asks the same questions:

  • When can work become optional?
  • Will my money last for the rest of my days?
  • How much can I safely spend each year?
  • Are we doing the right things with our pensions and investments?
  • Will we still be able to help our children or grandchildren?

If you’re unsure about the answers, you’re not alone. Life is changing, your financial world is shifting, and you want clarity before you make big decisions.

LifeMap gives you that clarity.

A structured, 6-step planning experience showing you exactly where you stand and how to create the future you want – without fear, confusion or guesswork

Start your LifeMap

The problems we help you solve

1. Not knowing when work is a choice

You want to make the right decision at the right time and avoid retiring too early or working longer than you need to.

2. Worrying your money might run out

You’ve spent years saving. Now it needs to last decades.

3. Confusion over pensions

Your pensions might be scattered, misaligned, or simply unclear. You want to understand how they work and how to use them tax-efficiently.

4. Wanting to avoid unnecessary tax

From the new treatment of pensions in inheritance tax, to managing income withdrawals, tax planning becomes critical at this stage.

5. Uncertainty about gifting, downsizing or helping family

You want to do the right thing without compromising your own security. LifeMap brings all these moving parts together into a single, coherent, personalised plan.

LifeMap brings all these moving parts together into a coherent strategy.

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How LifeMap helps you plan your future with confidence

LifeMap guides you through a structured, evidence-based process:

Getting to know you

We start with a conversation about what truly matters to you. Yours goals, lifestyle, values, family, ambitions and timelines. This is the foundation for everything we build together.

Where you are now

We gather and analyse your entire financial world: pensions, investments, savings, business interests, liabilities, protection and tax. For many clients, this is the first time they’ve seen their full financial position laid out clearly in one place.

Where you want to be

We bring your financial future to life through personalised cashflow modelling and strategic planning. By testing different scenarios such as retirement dates, spending levels, market conditions, gifting plans and major life events, we show how key decisions could impact your future before you make them. Using these insights, we create a tailored strategy covering retirement, tax efficiency, investments, protection and estate planning all designed around your goals and lifestyle.

How you get there with your LifeMap

You receive a clear, actionable roadmap showing exactly what to do now, next and later. It’s your personalised plan for achieving the future you want with complete confidence.

We can put everything into place including pensions, investments, protection, trusts or business planning, we’re here to support you.

Stay on course

Our Compass service keeps your LifeMap aligned with your changing circumstances. As life evolves through career changes, growing families, shifting tax rules and market movements, we ensure your financial plan stays up to date and continues to support your long-term goals.

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Ready to plan your future with confidence?

Your future deserves more than guesswork. LifeMap gives you the clarity to make decisions you can trust.

Download the retirement checklist
Start your LifeMap
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Discover How Navigate LifeMap
Can Help You Move Forward