Tax Efficient Investment Planning & Management – whether investing for capital growth, income or preservation, we can construct and manage an investment portfolio to suit your needs.

Trusts – working with other professionals, Navigation will assist in setting up both Onshore and Offshore Trusts. We have a vast amount of experience in establishing investment strategies for both corporate and individual structures. Trusts are not regulated by the Financial Services Authority.

Retirement Planning – Our expertise lies in setting up and administering group Pension Schemes for Companies. We also advise on Personal, Stakeholder, Executive and Self Investment pensions.

Protection – whether this is for preservation of wealth for Inheritance Tax purposes, business or family protection, we can research & recommend the product most suited to your needs.

Ongoing Service – We will carry out a full financial review upon your request, or can arrange for this to be done automatically on a regular basis.