Company

Navigate IFA is an independent financial planning practice providing a professional and comprehensive financial planning service. We provide financial advice which is independent of any bank, building society, insurance company or investment group.

Navigate was created as a result of the partners' disillusionment with core values in the industry. Darren, Michael and Paul have been friends for many years and share the same core values.

These values define how we treat our clients and each other. They are embedded in the way we operate and in the value we create for our clients.

  • Respect – We listen and communicate directly and openly. We relish diversity, ideas and points of view. We are natural partners with our clients, colleagues, and our community, and we are at our best when working as a team.
  • Integrity – We do what is right, not what is easiest. We are true to ourselves and others. We are transparent, honest, and consistent. We take pride in our work and act with professionalism.
  • Commitment – We are passionate about our roles and are focused on serving our clients and helping them achieve their objectives. We do what we say we are going to do: we create value.
  • Excellence – We challenge ourselves to consistently deliver the highest quality of service to our clients. We seek the best talent and promote personal and professional development. We aim to always exceed our goals and the expectations of our clients and our colleagues.
  • Knowledge – We are thinkers with a point of view and strive to ensure that the solution is the best for your specific circumstances, through our experience and through in depth research.
  • Remuneration - We believe in fair, transparent remuneration for work completed and this is reflected in our fee structure for our clients and in the remuneration of our employees and colleagues.

We believe that our Core Values are a key part of our success – not just as a business, but in terms of the impact our work has on our clients.

 

 Contact

 

Navigate IFA Belfast
Studio 3 Strand Studios
150 Holywood Road
Belfast, BT4 1NY
Northern Ireland
Tel: +44 (0)28 9076 9769

Email: office@navigateifa.com

EMAIL COMMUNICATIONS ARE NOT SECURE AND FOR THIS REASON NAVIGATE IFA CANNOT GUARANTEE THE SECURITY OF THE EMAIL, IT'S CONTENTS OR THAT IT REMAINS VIRUS FREE ONCE SENT.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Navigate Independent Financial Advisers LLP is a Limited Liability Partnership registered in Northern Ireland with registered number NC001204 and registered office Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY and is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk