A Regulated Entity

Navigation Wealth is regulated by the Central Bank of Ireland and in as much as is possible we provide advice to our clients on an independent and impartial basis. In order to provide independent advice, Navigation Wealth is required to demonstrate:

• Adherence with current data protection laws
• Compliance with money laundering obligations
• Avoid conflicts of interest in the advice we provide
• Provide advice on a fair analysis of the market and in niche areas such as deposits we explain to our clients any limitations to the service we provide
• Provide comprehensive statements of why we recommend particular products as suitable solutions
• Establish familiarity with our clients and understand their needs and be in a postion to demonstrate this
• Complete Annual Audited Accounts for Navigation Wealth and file these with the Central Bank for scrutiny as required
• Go through a comprehensive vetting system for the appointment of any new directors or senior staff
• Evidence of appropriately trained and qualifed staff.
• Ensure that all qualified staff complete high quality ongoing training and comply with Continuous Professional Development (CPD) hours to ensure that we can continue to provide the most up to date advice to our clients.
• Ensure that our Professional Liability Insurance meets the standards and cover levels laid down by the Central Bank.

Not all finanical planning and investment entities in Ireland meet these exact standards. You can therefore be confident that Navigation Wealth Ltd, offers financial planning and investment services which meets the very highest standards.

TESTIMONIALS

  • “Navigation Wealth now operate as an integral part of the advice we provide to our clients. Their practice is busy but somehow they find time to answer our many questions, make suggestions and provide innovate solutions for our clients pension and investment requirements. Their knowledge, experience and ability to articulate it well has proven financially very valuable to our clients and reassuring to us. We trust them!”
    O’Connor Pyne & Company,
  • "Richard and Paul has been a key support to our firm and clients for over five years. Their combined skill set has generate clever and profitable solutions for our clients. We highly regard their ability to engage with our clients and value their client first approach. Highly recommended!" Top Qualities: Thorough Solutions, Clear Explanations, High Integrity and Trust
    Westboro Partners Ltd,
  • “We at TA Sheehan & Co cannot say enough good things about our experiences working with Navigation Wealth. We are 100% confident in using their services for our clients’ financial planning, pension and investment requirements. Both Paul and Richard have a core depth of knowledge and skill in explaining what typically tedious and complicated topics to our clients are. They simplify the detail, provide expert advice and go above and beyond to help us and our clients. We would never go to anyone else!” Top Qualities: Clarity, High Integrity, Trust, Client Focused
    T.A. Sheehan & Co,
  • “Navigation Wealth has proven an invaluable part of our advice process for over five years now. Pension and retirement planning in particular can be complex and tedious with investment and financial planning requiring a personal and confidential approach. Navigation Wealth have always delivered in a very professional way to our clients and we see highly recommend Navigation Wealth to our clients.” Top Qualities: Confidential, Expert Advice, Personable
    Baxter & Associates,
  • "We have engaged the services of Navigation Wealth for a number of years now and will not be recommending any other firm of financial planners to our clients. Richard has always been there for us with suggestions and creative ideas for our clients the ultimately lead to better outcomes for our clients. We enthusiastically refer our clients to Navigation Wealth and in an era of greater complexity, it is great to have an ally like Navigation Wealth available to you." Top Qualities: Creative, Expert, Trust
    James Kelly & Associates, Accountants,
  • “We cannot say enough about Paul Moore’s dedication and highest calibre professionalism toward our clients. Year after year, Paul carefully reviewed our clients’ pension and investment portfolios in an objective, impartial and considered way so as to ensure our clients received the best outcomes. Navigation Wealth, have continued to support the advice and service we provide to our clients, they source the most suitable solutions for our clients, they maximise value and manage the investment risk of our clients’ portfolios and have added immense value to the services we provide. We highly recommend Navigation Wealth for any accountancy firm, solicitor or client, we trust them to work closely, confidentially with high integrity with all our clients.” Top Qualities: Great Client Feedback, Confidence, Expert Advice, Trust.
    Martin & Company,

PROFESSIONAL FIRMS THAT TRUST US

James-Kelly

Martin-&-Company

O-Connor-Pyne

TA-Sheehan-&-Co

Westboro