Co-Navigate Ltd

Independent Financial Adviser Co-Navigate Ltd, 21 Lansdowne Terrace, Tyne and Wear, Newcastle Upon Tyne, NE3 1HP
FCA verified
13th August 2018
Our aim is to look after you so well that you feel comfortable recommending us to friends, family & colleagues.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Andy Mathers
Financial Planning Director
Jamie Bogle
Financial Planning Director
Where to find us
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.

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.

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

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