Navigation Wealth Management Limited

: Unit 16, Navigation Court, Calder Park, Wakefield, West Yorkshire, WF2 7BJ

: FCA Number: 911786

Website Image of Navigation Wealth Management Limited

Navigation Wealth Management Limited is a reliable and trusted company that specializes in offering comprehensive services such as life insurance, investments, pensions retirement advice, final salary pension transfers, and financial planning. Situated at the heart of West Yorkshire, specifically in Wakefield's Calder Park, we are regulated by the FCA under registration number 911786, providing our esteemed clients with confidence and assurance in our professional conduct. Serving the wider regions of Greater Manchester too, our primary focus is to help you navigate your financial voyage with tailored advice and integrity. We work closely with individuals, start-ups, and established businesses alike, providing approachable and personalized financial solutions.

Their team includes 18 financial advisers. Check FCA registration here.

Navigation Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Navigation Wealth Management Limited from the Motorway

From the M1, proceed to the M69 ramp headed towards Birmingham/Coventry. Upon reaching the roundabout, take the fourth exit onto the M1 ramp in the direction of Nottingham/Newark/Leicester (North). Continue onwards to merge onto the M1, ensuring to keep to the right to stay on this route.
At Junction 39, make sure to take the A636 exit that leads to Wakefield. At Durkar Interchange, take the third exit onto Denby Dale Road/A636. Following this, at the subsequent roundabout, take the second exit and remain on Denby Dale Road/A636. At the next roundabout, take the first exit onto Peel Avenue.
Turn right, then turn left. Your destination will be located on the right.

List of advisers under Navigation Wealth Management Limited:

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.