Navigate IFA

Navigate IFA are an Independent Financial Advisor Firm and separate entity from Navigate Mortgages Ltd. For clarity, Navigate IFA offer services such as retirement planning, investment management and pension advise. These services are referred to Navigate IFA Ltd. Neither Navigate Mortgages Ltd nor PRIMIS are responsible for the service received.

Your financial partner for life

We believe that the key to a successful financial future lies in having a clear plan. We also think the sooner you start getting organised, the better – and we’re here to help you do just that.

At Navigate IFA, we work with people to help them move towards a more comfortable and secure financial position, all in a way that works for them. We focus on your goals for the future (be it more holidays, saving for school fees or affording your dream home) then build your very own plan around them, laying out the steps you need to take to make those goals achievable.

It doesn’t matter where you are on your financial journey. We’re here to guide you through every stage and ensure you have the means to live life to the full.

Visit Navigate IFA

Let’s plan your future

Sorting your finances doesn’t have to be complicated. Just visit our financial planning website to find out more about how we could help.

Navigate IFA

Word on the street

Navigate took the stress out of moving, the team couldn’t have been more supportive. Great service and very easy to work with - the personal touches were a lovely cherry on top. Thank you Navigate! - July 2023

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A client since 2023

We will most definitely be referring all of our friends and family to Navigate. We could not have asked for a better service throughout. - Jan 2023

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A client since 2023

I cannot recommend Paul and his team more highly. Exceptionally professional and friendly service. Kept us up to date at every stage and explored every avenue to make it work. Quite brilliant. - Feb 2023

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A client since 2023

Used Navigate as a first time buyer and couldn't be more happy with how they handled it. The WhatsApp chats and zoom calls are really good to cover every aspect of the purchase and so easy to contact a member of the team. - Nov 2022

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A client since 2022

Would highly recommend Paul & team at Navigate Mortgages. A pleasure to deal with. Guided us through the application process and advised us at appropriately at each stage. Would definitely use again - a professional operation. - May 2023

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A client since 2023

Having worked in the financial sector for over 20 years I really can't recommend these guys enough. Paul and his team were professionally efficient, being there every step of the way. - March 2022

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A client since 2022

Paul, Chris and team were very professional in helping me get my first mortgage. The process was very smooth and they were always available to quickly respond to my questions along the way. Thanks so much. - July 2023

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A client since 2023

Thankyou Navigate for helping me buy my first home! Especially to Lewis and Chris- no question ever felt silly and always prompt with replies! Reliable, transparent and easy to deal with - highly recommend! Also thankyou for my surprise moving in hamper! - Nov 2022

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A client since 2022

Very experienced and helpful advisors within Navigate. I'd highly recommend to anyone seeking mortgage advice and assistance. - June 2023

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A client since 2023