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