Navigate IFA - Belfast

Address: 150 Holywood Rd, Belfast BT4 1NY, United Kingdom.
Phone: 2890769769.
Website: navigateifa.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 42 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Navigate IFA

Navigate IFA 150 Holywood Rd, Belfast BT4 1NY, United Kingdom

☎️2890769769

⏰ Open Hours of Navigate IFA

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–4 pm
Saturday: Closed
Sunday: Closed

Navigate IFA - una empresa de planificación financiera

Navigate IFA se encuentra ubicada en 150 Holywood Rd, Belfast BT4 1NY, United Kingdom. Puedes contactarlos al tel: 2890769769 o visitar su sitio web en navigateifa.com.Navigator IFA ofrece servicios de planificación financiera y asegura que tus finanzas estén bajo control. La empresa cuenta con expertos en la industria que pueden ayudarte a alcanzar tus objetivos financieros, incluyendo la planificación para la jubilación.

Algunos de los servicios que ofrece Navigate IFA incluyen:

Planificación financiera personalizada
Asesoramiento sobre inversiones
Planificación para la jubilación
Asesoramiento sobre seguros

La empresa cuenta con un enfoque personalizado y una comunicación excelente, lo que te permite sentirte cómodo y segura en tus decisiones financieras. La empresa es accesible para personas con discapacidad, con un parking para bicicletas y una entrada y baño accesibles para personas con discapacidad.

Los clientes de Navigate IFA han dado una media de 5/5 estrellas en Google My Business, lo que refleja su compromiso con la satisfacción del cliente. Esto se debe a su comunicación eficiente y sus servicios personalizados, que les permiten alcanzar sus objetivos financieros de manera efectiva.

No importa si estás buscando planificar tu futuro o simplemente necesitas asesoramiento sobre tus finanzas, Navigate IFA está aquí para ayudarte. Su equipo de expertos está compuesto por personas de la industria con una experiencia amplia y una pasión por la planificación financiera.

En Navigate IFA, saben que tu dinero es tu activo más valioso. Por eso, se esfuerzan por brindarte la mejor atención y asesoramiento para que puedas tomar decisiones informadas sobre tus finanzas. Su enfoque en la planificación a largo plazo te permite alcanzar tus objetivos financieros de manera sostenible y segura.

Por lo tanto, si estás buscando una empresa de planificación financiera que te brinde atención personalizada y asesoramiento de alta calidad, no dudes en contactar a Navigate IFA. Su equipo de expertos está listo para ayudarte a alcanzar tus objetivos financieros y asegurar tu futuro financiero.

En Navigate IFA, saben que cada persona es única y que necesitas un enfoque personalizado para alcanzar tus objetivos financieros. Por eso, se esfuerzan por brindarte la mejor atención y asesoramiento para que puedas tomar decisiones informadas sobre tus finanzas. Su aproximación basada en la persona te permite alcanzar tus objetivos financieros de manera efectiva y sostenible.

En resumen, Navigate IFA es una empresa de planificación financiera que ofrece servicios personalizados y asesoramiento de alta calidad. Su equipo de expertos está listo para ayudarte a alcanzar tus objetivos financieros y asegurar tu futuro financiero. Contacta con ellos hoy mismo para obtener más información y planificar tu futuro financiero.

Para más información, visita su sitio web en navigateifa.com o llama al tel: 2890769769.

Características clave

Planificación financiera personalizada
Asesoramiento sobre inversiones
Planificación para la jubilación
Asesoramiento sobre seguros
Comunicación eficiente
Enfoque personalizado
Atención al cliente

Otras características

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Appointment required
Appointments recommended

A continuación, se presentan algunas de las opiniones de los clientes de Navigate IFA:

Este es un ejemplo de testimonio de un cliente
Este es un ejemplo de testimonio de un cliente

En Navigate IFA, saben que cada persona es única y que necesitas un enfoque personalizado para alcanzar tus objetivos financieros. Por eso, se esfuerzan por brindarte la mejor atención y asesoramiento para que puedas tomar decisiones informadas sobre tus finanzas. Su enfoque basado en la persona te permite alcanzar tus objetivos financieros de manera efectiva y sostenible.

datos de interés

Address: 150 Holywood Rd, Belfast BT4 1NY, United Kingdom
Phone: 2890769769
Website: navigateifa.com
Specialties: Financial planner
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended

Opiniones

This company has 42 reviews on Google My Business.

Average opinion: 5/5

👍 Reviews of Navigate IFA

cowboy000

5/5

After extensive research we decided to use Navigate to help us manage our finances and ensure retirement is as smooth and as prosperous as possible.
We met with Paul and Matt and almost immediately felt that they knew what we wanted and how it was achievable.
Everything was explained in simple terms and we left reassured that they had our best interests at heart.
Communication has been first class and any queries or questions have been answered promptly.
We are looking forward to our retirement knowing our life savings are safe in the hands of Navigate.

Philip B.

5/5

Recently a friend recommended that I should speak with Matt Greer at Navigate IFA as I was looking for advice on the best way to manage my pensions and I had decently decided to retire from full time working.

Reaching out to Navigate IFA has been such a great experience from initial exploratory meetings to building and presenting a way forward, Matt and the rest of the Navigate team I have dealt with have been excellent .

I presented my expectations for my retirement, the impact on my family and future proofing my retirement funds.

Matt provided me with recommendations, alternative scenarios and options demonstrating the impact these would have over a long retirement period.

it has been a real pleasure to deal with Matt throughout this process as someone in his team is always on hand to speak with or correspond by email when needed, in a clear, straightforward, meaningful way.

SC G.

5/5

Approached Navigate to arrange a new pension and must say they have been excellent. Great communication throughout with clear, straighforward, recommendations and alternatives.

Jenny and all the team have been a pleaseure to deal with - always happy to help - highly recommended.

We also ended up using Navigate to arrange a mortgage as we were let down by another provider. Chris and his team on the Mortgages side of the business were similarly easy to deal with and efficient.

Top class service all round.

Cecil S.

5/5

I needed advice on how best to invest my savings and pension. Paul explained everything in great detail and drew up a financial plan for my future. I know what to expect in the future and know l’m being well looked after.

simon F.

5/5

We've been working with Paul Mccoubrey at Navigate Independent Financial Advisors for over 10 years now, and we truly couldn't be more grateful for the guidance and expertise he's provided throughout that time. From the early days of planning for a growing family to navigating the complex world of pensions and long-term financial security, Paul has been with us every step of the way.

His advice has always been clear, considered, and tailored to our needs—helping us stay one step ahead of life’s financial hurdles. Thanks to Paul's support, our pensions have grown at fantastic rates, and we’ve felt consistently confident in our financial direction.

Thank you, Paul, for your unwavering professionalism and personal approach. We would highly recommend Paul and the team at Navigate to anyone looking for trusted, long-term financial guidance.

RedwoodHorses

5/5

I have known Paul for many years, but I only became a client of Navigate a year ago. I needed help after my previous provider had let me down. I wanted to work with a trustworthy company that could help me enjoy my money while providing peace of mind that I will have enough for the rest of my days. Through the planning work I’ve done with Paul and the team, I’m very happy with the outcome.

Mary S.

5/5

My husband and I had our annual financial planning review with Paul yesterday. It was a fantastic opportunity to discuss our current situation and understand our future goals. It’s invaluable to be able to ask questions and receive clear, comprehensible answers. Paul listens attentively, evaluates our financial status, and provides thoughtful suggestions for our future planning. He is highly professional, efficient, and effective, making us feel comfortable and confident in our decisions and future plans.

Sue M.

5/5

I wasn’t confident in my previous FA and was worried about where pensions were invested. Navigate moved my pensions to a better platform where pension growth has proven to be extremely good. Streamlined financial planning and regularly in contact so feel much more involved and in control of my finances.