Navigation Wealth Management prides itself on exceptionally high standards of financial planning with trust and professionalism forming the basis of our client relationships.
We understand that our clients lead busy lives and often don’t find the time to organise and review their finances whilst at the same time ensuring you remain on track to achieve your short, medium and long term goals.
How we can help.
- We aim to ease the burden by first of all organising your protection policies, pension plans, investment planning etc into one of our specially designed client folders.
- We then listen to what you feel are your personal and professional goals.
- By adding constructive feedback we are able to create a robust financial plan with clear objectives.
- We then negotiate, on behalf of our clients some of the very best contracts available within the financial services sector.
- Your financial planning folder will then form the basis of our review meetings at intervals to suit you. These meetings will ensure you are kept up to date in terms of the performance of your pensions / investments and ensure your protection remains relevant and competitive not to mention the progress towards achieving your goals.