Navigate Wealth

Independent Financial Adviser  22 St John Street, Manchester, M3 4EB
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FCA authorised
Last authorised 26th July 2021
We are committed to putting our clients at the centre of everything we do.
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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
Meet our advisers
Richard Bamforth
Managing Director
About us

WHO WE ARE
Navigate Wealth is an independent, whole of market financial advice company based in Manchester. With more than 30 years’ experience in recommending the best pension, investment and protection products, our specialists make the perfect partner in helping you navigate your financial planning options.

We are committed to delivering an outstanding service. We put our clients at the centre of everything we do, meaning we will always do what is best for you.

Our team will invest time in getting to know you and take responsibility for building a clear picture of your position, so that we can provide you with tailored advice on how to reach your long term financial goals.

WHAT WE DO
We specialise in providing advice regarding a range of different pension, investment, and financial protection products.

We pride ourselves on providing quality, independent advice to help you understand and identify the best financial planning options for you and your family - from final salary pensions and annuities to investments, ISAs and insurance.

The team at Navigate Wealth is experienced in developing financial plans that have a positive impact on people’s lives.

Our services

We are pension transfer specialists and offer advise on all forms of pension arrangements including safeguarded benefits such as Defined Benefit Pension Schemes

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

22 St John Street, Manchester, Manchester, M3 4EB

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