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Wealth Management Belfast ~ Investment Newry ~ Retirement ~ Pensions
Inheritance ~ Estate Planning ~ Fee Based ~ Cash Flow Modelling
Looking for investment advice in Belfast?
Navigator Financial Planning
Wealth Management in Newry
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Navigator Financial Planning is a family business owned by David Crozier and his wife, Gail.
David has provided professional wealth management advice to his clients since 1994. They appreciate his investment expertise and honesty, and his ability to make the complex simple. By choosing to work with a small number of wealthy clients, David can focus on helping them realise their lifestyle and financial goals successfully and with minimum risk.
Starting Navigator in 2004, David was the first fee-based financial planner in Northern Ireland. He was also the first Certified Financial Planner (CFP) in the Province, was in the inaugural group of Chartered Financial Planners, and is a Trust & Estate Practitioner. All of this gives him extensive technical knowledge, especially in investments and inheritance tax.
What we do
Navigator Financial Planning provides financial strategies to a select group of clients.
Who we work best with
We work with both trustees and private clients, specifically;
Professional people
Entrepreneurs
The retired (and their extended families).
People come to see us when they require guidance about their lifestyle and financial objectives and how to reach them.
Our process
Our wealth management consulting process - the Navigator Financial System - helps people to understand and focus on what is important to them. We then create a bespoke action plan that clearly maps out their choices with a range of specific recommendations and milestones. We review this regularly to ensure their objectives are achieved.
The results
Clients tell us that dealing with Navigator gives them a feeling of trust, security and confidence about their financial future.
Navigator Financial Planning Ltd is an appointed representative of Investments Ltd which is authorised & regulated by the Financial Services Authority. FSA No. 436902. Navigator Financial Planning Ltd is registered in Northern Ireland NI48574
Inheritance ~ Estate Planning ~ Fee Based ~ Cash Flow Modelling
Investment Newry ~ Retirement ~ Pensions ~ Wealth Management Belfast
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