Insights

Succession opportunity Navigator Financial Planning is now part of Succession Wealth, presenting a potential partnership or cross-sell opportunity with Succession Wealth services and client base.

Wealth client focus Active in high-net-worth planning with lifetime cashflow modelling and tax-efficient strategies, indicating potential for advanced financial planning add-ons, premium services, and referrals from related advisory networks.

Growth signals Very small team (2-10 employees) suggests a high propensity for collaboration on white-label services, outsourced support, or scalable technology platforms to augment capacity.

Digital presence Current tech stack includes standard web and SEO tools; opportunity to offer modern fintech integrations, client portals, and data analytics to enhance service delivery.

Market positioning Revenue disclosed as modest or early-stage; potential for scalable partnerships with mid-market or larger RIAs seeking niche high-net-worth planning capabilities and tax-efficient investing.

Similar companies to Navigator Financial Planning

Navigator Financial Planning Tech Stack

Navigator Financial Planning uses 8 technology products and services including Open Graph, RSS, oEmbed, and more. Explore Navigator Financial Planning's tech stack below.

Open Graph
Content Management System
RSS
Content Management System
oEmbed
Dev Tools
Twemoji
Font Scripts
jQuery
Javascript Libraries
imagesLoaded
Javascript Libraries
Slider Revolution
Miscellaneous
Yoast SEO
Search Engines

Navigator Financial Planning's Email Address Formats

Navigator Financial Planning uses at least 1 format(s):

Navigator Financial Planning Email Formats	Example	Percentage
FLast@navigatorfp.com	JDoe@navigatorfp.com	50%
First@navigatorfp.com	John@navigatorfp.com	39%
FMLast@navigatorfp.com	JMDoe@navigatorfp.com	5%
First.Last@navigatorfp.com	John.Doe@navigatorfp.com	6%

Frequently Asked Questions

What is Navigator Financial Planning's phone number?

You can contact Navigator Financial Planning's main corporate office by phone at

+44-28-3085-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Navigator Financial Planning's official website and social media links?

Navigator Financial Planning's official website is navigatorfp.com and has social profiles on LinkedIn.

How much revenue does Navigator Financial Planning generate?

As of July 2026, Navigator Financial Planning's annual revenue is estimated to be <$1M.

What is Navigator Financial Planning's NAICS code?

Navigator Financial Planning's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Navigator Financial Planning have currently?

As of July 2026, Navigator Financial Planning has approximately 5 employees across 2 continents, including EuropeAsia. Key team members include Director: D. C.Director: J. B.Client Experience Manager: H. M.. Explore Navigator Financial Planning's employee directory with LeadIQ.

What industry does Navigator Financial Planning belong to?

Navigator Financial Planning operates in the Investment Management industry.

What technology does Navigator Financial Planning use?

Navigator Financial Planning's tech stack includes Open GraphRSSoEmbedTwemojijQueryimagesLoadedSlider RevolutionYoast SEO.

What is Navigator Financial Planning's email format?

Navigator Financial Planning's email format typically follows the pattern of FLast@navigatorfp.com. Find more Navigator Financial Planning email formats with LeadIQ.

When was Navigator Financial Planning founded?

Navigator Financial Planning was founded in 2004.

Navigator Financial Planning

Q: How many employees does Navigator Financial Planning have currently?

Navigator Financial Planning has approximately 5 employees.

Q: What industry does Navigator Financial Planning belong to?

Navigator Financial Planning operates in the Investment Management industry.

Q: What technology does Navigator Financial Planning use?

Navigator Financial Planning's tech stack includes Yoast SEO, Shopify, jQuery, Slider Revolution, Apache.

Q: When was Navigator Financial Planning founded?

Navigator Financial Planning was founded in 2004.

Q: What is Navigator Financial Planning's NAICS code?

Navigator Financial Planning's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNorthern Ireland, United Kingdom2-10 Employees

Navigator Financial Planning is an investment management firm based in Newry, Northern Ireland, operating with a small team. It has become part of Succession Wealth, and its Navigator channel will close on 1 August.

The firm serves a select group of wealthy clients with the aim of achieving long-term financial objectives. Its approach includes lifetime cashflow modelling and asset-class investing described as Nobel Prize–winning, paired with active risk management and efforts to minimise taxes and costs to make resources go further. Historically, Navigator Financial Planning was shortlisted for the 2017 Professional Adviser Financial Education awards and for the New Model Adviser Financial Planner of Year in 2010.