About Navigation Financial Planning Limited

Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
Passionate about providing financial security for our clients' and their families' futures we are committed to providing reliable financial independent advice from the whole of the market. We have over 20 years' experience across the financial services industry, assisting individuals and companies, large and small. Our ultimate aim is to make our clients better off, no matter what happens in life, but without the jargon.This can include making sure you have enough put away for an enjoyable retirement and then how best to manage those savings.Passing on your wealth to the next generation as easily as possible is a priority for many, gaining an understanding of the complex and frequently changing rules.For most just making sure what you have in place cannot be lost is the primary aim.Company founder Duncan Salisbury-Jones is a member of the Personal Finance Society meaning he adheres to a code of ethics and strives for the highest standards of professionalism, so you can rest assured that you are in safe hands.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group protection

  • :
  • Long term care

  • Find the best price for your project, click on a trade to get started