Patricia Grogan

“So recently, I got in touch with Navigate because I started the business that I’m currently in six years ago, and thankfully, it has proven to be very successful. And I wanted to talk to Paul about what would be the best thing for tax purposes, for investments, and eventually retirement in the future.

I chose Navigate because I’ve actually known Paul personally for 15 years and that was when he first started helping me with my finances. And to be honest, it was a very natural choice for me, he’s looked after me very well through some troubling times. I couldn’t recommend them enough and wouldn’t dream of going anywhere else. I think I’ve built up a real relationship and also a friendship with Paul.

Working with Navigate for me is, I feel very secure with them. Because it’s not, I don’t have any knowledge of the field that Paul and Navigate work in. So, I am trusting him as a professional and also, I would feel a friend, to deliver the best thing for me, and I have total confidence in him to do that.

The best piece of advice Navigate has given me is to put a plan together and work towards that plan.

I would 100% recommend Navigate yeah, they have my full support, and I feel I have their support.

I think the best thing about working with Navigate is the support they give, and they’re very proactive. So, for instance, during Covid, when markets went a bit haywire, it’s obviously a time that’s worrying for the client. Paul and Navigate were in touch explaining the situation, telling me for sure not to worry and explaining that these things happen and it will improve. And to get that support and a little bit of confidence from them helps a lot.

So, for me, the best thing moving forward to working with Navigate is that I know where I’m going for the next 5 years, the next 10 years and I can actively work towards that and also work towards a fabulous retirement.”