Navigate Financial Advice:
Unveiling Our Approach
At Navigate Financial, we tailor our service to each individual client. We never provide advice on a transactional basis; it has to be right for your unique circumstances and goals.
Our Process
Here is an outline of our process.
We follow the same four steps with every client initially and will then return to them periodically , just in case anything has changed.
We understand that life rarely goes as planned and changes can impact both our current financial situation and our future goals. We carry out regular reviews to ensure that our advice remains appropriate to your ever- changing circumstances.
Explore
Initial Consultation
This free, initial meeting is focused on you. We first issue you with all the information on Navigate Financial in a service proposal. We then discuss your current financial situation and what your goals and objectives are, and the timeframes you’d like to achieve them in.
Analyse
Service and financial proposals
Next, we begin to analyse your current situation and start building your tailored financial proposal. We use tools such as cashflow modelling and fund examination software.. Then, we begin to analyse your current situation and start building your tailored financial proposal.
Advice
Your report
You personalised report detailing our recommendations is issued to you to review at your leisure. This is then followed up by an in-person meeting to present and clarify our recommendations and answer any questions you may have.
Monitor
Ongoing Support
Life happens. Circumstances change. Regular reviews enable us to ensure you’re on track to achieve your goals and/or gives you the opportunity to rethink them.
Initial Meeting with Navigate Financial
We want to get to know you. We always provide advice for each individual client’s circumstances and so this step is, in many ways, the most vital.
Your needs, wants, goals, and objectives are discussed, as well as your current financial situation.
The focus is on you.
There is no charge for this initial meeting.
We explore your current financial situation and your future goals.
Ensuring Our Service is Right for You
We build long-term partnerships with our clients. That is only possible if you feel confident in our service. After our initial meeting we will provide you with all the relevant information about Navigate Financial in a service charter.
Highly experienced and qualified advisers.
Efficient admin team.
Providing a service built around you.
Creating a Personalised Financial Proposal for You
At this point our team will begin an analysis of your current situation, with a view to your future goals and objectives. The resulting proposal will contain our advice and will be issued to you so that you can review it at your leisure
Taking Steps Forward
Once you have had the opportunity to review our proposal we will come to see you again. We will run through the proposal in detail with you so you can make fully informed decisions.
Clarification
We want to ensure that if there is anything in our recommendations you are unsure about, we clarify this for you.
Additional information
Should you have any questions at all, we will be only too pleased to answer these for you. No question is a silly question.
Sign on the Dotted Line
At our firm, we believe in the importance of ongoing monitoring and adjustment to ensure that your financial plan remains aligned with your objectives. We understand that life is dynamic, and your financial goals may change over time. That's why we are committed to regularly reviewing your plan and making any necessary adjustments to keep you on track.
Review
Regularly review your financial plan and make adjustments to keep it aligned with your goals.
Compliance
Our advice and everything we publish has to pass strict compliance guidelines.
Your Financial Planning Journey
It’s now our time to implement our advice and take action to move your financial planning forwards. You will receive update reports and other documentation and information as this happens.
Navigate Financial:
Our Unique Process
As you will have gathered from the information above, our process is unique because you are at the centre of everything we do.
Call us today and book your initial meetings with one of our experienced advisers.