Navigator Financial Planning Email Format

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.

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