Our Story

The driving force behind everything we do is simple – treat all clients with the care and attention that we would wish for our own families.

We wanted to create a business that combined high quality financial planning with the ability to select leading investment solutions from the whole market, tailored to the needs of the individual. In Navigate, we have created a ‘family office’, to look after the financial affairs of our clients, their families and our families too.

By limiting the number of people for whom we act, we are able to provide each with more time and attention than they would receive from a large ‘corporate’ firm. We have chosen to locate our office in the Surrey Hills, an area of outstanding natural beauty, ensuring a pleasurable experience for both clients and staff to travel, work and park!