Co-Navigate Ltd

Independent Financial Adviser  Co-Navigate Ltd, Tyne and Wear, Newcastle Upon Tyne, NE3 1HP
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FCA authorised
Last authorised 8th March 2021
Our aim is to look after you so well that you feel comfortable recommending us to friends, family & colleagues.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Jamie Bogle
Financial Planning Director
MR Andy Mathers
Financial Planning Director
About us

Welcome to Co-Navigate Ltd, a firm that helps you with looking at the big picture. We also provide expertise in ethical investing. <url hidden>

Our services

Financial planning for business owners and executives - this is looking at the big picture of your finances and creating a plan to ensure that you will always be financially secure.

Ethical investments - for clients who want to know that their investments fit in with their beliefs, we have over 17 years experience in creating bespoke portfolios for our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Co-Navigate Ltd, 21 Lansdowne Terrace, Tyne and Wear, Newcastle Upon Tyne, NE3 1HP

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