Navigator Financial Planning

Independent Financial Adviser  3b Milltown Hill, Newry, Co Down, BT34 3QY
check
FCA authorised
Last authorised 1st March 2021
We leave our clients feeling confident and secure about their financial future
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
Meet our advisers
MR David Crozier CFP
Director
About us

Navigator Financial Planning was established in 2004, one of the first fee-based financial planners in NI. We have three levels of service:

Stewardship programme - for wealthy families: we act as a trusted advisor, co-ordinating the management of all aspects of their complex finances.

Family Office Programme - for successful, time-poor people: e become their 'Personal Finance Director'.

Private Client Programme - for individual clients: we help them take control and ensure they remain on track.

Navigator was awarded New Model Adviser Financial Adviser of the Year 2012, and has been nominated on several other occasions.

Our services

We work in partnership with you to help you to achieve financial independence, to protect your wealth, tax-efficiently, throughout your lifetime, and then pass it to future generations.

We have a particular specialism in working with people who have suffered serious personal injury and received compensation, working with them to protect and preserve their award to make it last as long as possible, for life, if necessary.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

3b Milltown Hill, Warrenpoint, Newry, Co Down, BT34 3QY

Similar advisers near you

Restricted - whole of market 5.19 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 19.46 mi
Trustworthy, Expert and Bespoke Financial Advice Built Around You From Chartered Financial Planners
 
Independent Financial Adviser 19.69 mi
We specialise in providing Independent Financial Advice in the areas of Pension, Investment, Inheritance Tax Planning, Life Insurance & Private Medical Insurance for Individuals & Company Directors.
 
Independent Financial Adviser 20.99 mi
Chartered Financial Planners. Specialists in Pensions & Investments . Offices in Lurgan Belfast and Bangor - coverage throughout Northern Ireland