We will treat all our clients honourably, fairly in a manner we would look to be treated ourselves.
We will keep our advice clear and simple and be as clear on what we won’t do in as much as what we will do.
We will always act with integrity, honesty and openness in everything we do for our clients
We wholly respect your confidentiality.
We will be transparent in our actions to serve your interests first.
We expect to develop a long term personalised partnership with you.
We provide our clients with advice, we do not sell product first.
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!
"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
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
"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 that 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
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.