About Our Firm

I finished university in 2017 at which point my father, Steve, presented me with an unmissable opportunity to come and work alongside him, with a view to eventually take over.  From this point onwards I have worked in financial services, learning the job from the ground up starting in administration, taking over the advice side of things to now being a director of my own firm dealing with my own private clients. I’m currently working towards becoming a chartered financial adviser so that I can better serve my clients through enhanced technical knowledge.

I have two roles at Navigate, firstly I am responsible for looking after my own clients, ensuring their financial plans remain on track and being there to answer any queries they may have. When I’m not with clients, I work alongside the other directors to progress the business forwards, ensure everything is running smoothly and that we remain compliant.

Having recently become a father in July 2023, I love spending time with my daughter and watching her grow. Beyond that I enjoy getting into the outdoors for walks with my two Goldendoodles, Luna and Sky, along with any friends or family I can drag along with me. I’ve recently started regularly going to the gym (about time), and my favourite hobby to pursue is going skiing!

In 2019, I started working towards attaining the diploma in financial services before making the career jump from an engineering background, to becoming a financial adviser. From 2020 onwards, I have had the pleasure of building relations with clients that my dad, Simon has looked after for many years, along with continuing to add to our growing client base. In late 2023, myself and the other directors set out for a new challenge, which led to ourselves setting up Navigate Financial. 

As one of the directors of Navigate, my role consists of having a direct oversight over the running of the business, working alongside the other directors, to ensure we are striving and developing as a firm, but also making sure our clients are at the core of our decisions. 

Outside of work I try and spend as much time as possible with family and friends, not needing an excuse to turn on the BBQ to have them over. Myself and my partner Molly, enjoy long walks with our little Cockapoo, Nala, occasionally calling in for the odd pint whilst on route. Other than this,  I love my holidays, being an avid sun worshiper, but also seeing as many places as I possibly can. 

Before transitioning into financial advice I was a fully qualified accountant working within a large public company on their cash forecasting, consolidation of group accounts and financial analysis. This has given me a great foundation within financial services to build off within my financial advice career.

My role as a director at Navigate keeps me busy seeing my fantastic clients and undertaking research to support my recommendations. I also take the lead role in the financial management of the company and I tend to be the go to organiser of events such as the Christmas party.  

Recreationally, I’m a country girl, long dog walks in the countryside and gardening takes up most of my time. I also have a passion for cooking and hosting, I love planning dinner parties or large gatherings for my friends and family.

I first began my career in financial planning back in 1984, during this time I have worked for myself and some larger well known companies. This 40 years experience has enabled me to realise what I really value about being a financial adviser and that is spending time sat in front of my clients.

Within my directorship at Navigate it’s the face-to-face time that I spend with clients that brings me the most joy. I have known most of my clients a long time and as such it is extremely important to me that their financial needs are met and where necessary that I am available to offer my insight and support. I also spend time trying to improve efficiencies within Navigate to enable a sustainable future for the company. 

A large part of my spare time is also taken up with our children and grandchildren whose appetite for our time never seems to diminish. We wouldn’t, however, have it any other way. My wife and I also enjoy socalising with friends whether that’s hosting ourselves or regular visits to restaurants.

I've been working in the finance industry since 1993, starting my career as a financial advisor and eventually launching my own practice in 2007.

Over the years, I’ve had the privilege of working closely with over 100 households, each with unique needs and circumstances, which has given me valuable insights to contribute to Navigates work.

Throughout my career, I’ve always strived to set an example for my sons, working long hours to build a strong future for my family while going the extra mile to help my clients improve their financial well-being.

Now, I’m fortunate to enjoy watching my family thrive, with my sons pursuing their own business ventures, and the arrival of my beautiful granddaughter. In my spare time, I love skiing with family and friends, indulging in some holiday shopping, gardening, and, most of all, spending time with my family.

With over 32 years in the industry, 25 as an independent adviser, there isn't many situations I haven't seen or dealt with. The best part of my career, bar none, is that many of the clients I started with, I'm still seeing to this day.

My role as a director of Navigate consists of two main tasks. The main one is to continue to look after my lovely clients, alongside my son Ryan. The other one is to develop the business further, through the expansion of our client base.

Outside of work, I have three major passions. The most important one, by far, is family. Ensuring my wife Julie and sons Ryan and Liam are happy and healthy is paramount. The other loves of my life are spending time in Northumberland and on as many golf courses as possible!

I have worked in the finance sector for several years now and have achieved my CII Level 4 Diploma in Regulated Financial Planning. 

My role as paraplanner at Navigate, although challenging, is extremely rewarding. I like to approach work head on, and my favourite part of my job is that no two days are the same.

In my spare time I enjoy going to the gym, attending car shows and spending time with family and friends.

I have spent the majority of my working life in administrative roles and for the last 6 years these have been financial based companies.

During my work day I like that there can be a multitude of tasks and problems thrown at me and I need to think on my feet for how I will accomplish them. I also love the people I work with and that the company is a family environment.

Outside of work I enjoy spending time with my grandson and gardening, although those two combined normally end in disaster!