Navigation Wealth Management

Navigation Wealth Management We are living through a period of unprecedented change and uncertainty. Navigation Wealth Management Ltd is a Managing Partner Practice of St.

Navigation Wealth Management prides itself on exceptionally high standards of financial planning with trust and professionalism forming the basis of our client relationships. At Navigation Wealth Management Ltd our sole aim is to provide clients with the very best financial advice and ongoing service, putting clients needs at the heart of the business. Navigation Wealth Management Ltd provide holi

stic wealth management advice to clients based across the UK, helping them to achieve their individual financial aspirations. With volatile markets, changes in regulation and taxation, we constantly review and give careful consideration as to how these factors will impact on our clients. At Navigation Wealth Management Ltd we believe that when building long term relationships, regular face-to-face reviews are essential to financial planning. James's Place Wealth Management one of the UK’s leading wealth management organisations. Navigation Wealth Management Ltd 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). SJP Approved 21/01/2025

✨ Team Update ✨We're delighted to welcome Hayley Hoyland to the team as our new Wakefield Manager.With over six years of...
16/06/2026

✨ Team Update ✨

We're delighted to welcome Hayley Hoyland to the team as our new Wakefield Manager.

With over six years of experience in the financial services industry, Hayley is passionate about helping people make the most of their money and achieve their personal goals. Outside of work, she enjoys spending weekends supporting her children from the sidelines of football pitches and dance studios, walking her black lab Tilly, and exploring new places with her family in their caravan.

We're also pleased to announce that Anji Ward has been promoted from Admin to Beverley Office Manager.

Having been part of the Navigation family for many years, Anji is known for her hard work, dedication, and commitment to supporting both our team and clients. When she's not at work, she's busy with her family and her beloved dogs!

Please join us in congratulating both Hayley and Anji on their exciting new roles! 🎉

What does a successful business exit really look like?🤨💭After building flex7 over more than 20 years, Steve and Andrea G...
13/06/2026

What does a successful business exit really look like?🤨💭

After building flex7 over more than 20 years, Steve and Andrea Garton decided it was time to sell. With the right support and planning, they achieved more than double their original expectations and are now focusing on their next venture.

Their story highlights the importance of preparing early, understanding your options, and having the right advisers around you.🙌

Read the full case study via the link - https://www.navigationwm.co.uk/article/detail/sjpp/helping-a-business-owner-to-step-back-and-move-forward.html

If you want more? Take a look at our Business Owners events we are hosting! - https://www.navigationwm.co.uk/news-and-events/events



SJP Approved 10/06/2026

📢 Calling all business owners!Navigation are hosting two exclusive Business Owners Breakfast Meetings focused on helping...
10/06/2026

📢 Calling all business owners!

Navigation are hosting two exclusive Business Owners Breakfast Meetings focused on helping you protect, grow and realise your business wealth.

Join us for a practical and informative breakfast session where we'll discuss:

✅ Protecting your business, profits and key people
✅ Tax-efficient profit extraction and wealth building
✅ Exit planning and maximising business value
✅ Investing for life after your business

Enjoy breakfast buns and refreshments on arrival while networking with fellow local business owners and gaining valuable insights to help secure your financial future.

This event is exclusively for business owners🙌

Book your place today – spaces are limited!

For more information and to reserve your place, click the link here - https://www.navigationwm.co.uk/news-and-events/events

Meet Catherine Richardson - Financial Advisor !Helping clients plan for the future 💙Financial Adviser • Dog mum 🐾 • Trav...
06/06/2026

Meet Catherine Richardson - Financial Advisor !

Helping clients plan for the future 💙

Financial Adviser • Dog mum 🐾 • Travel enthusiast ✈️ • Ski lover 🎿

Passionate about making complex financial decisions feel simpler and more personal.

📈 Markets on a roll!US stocks hit record highs as oil prices dropped, AI hype surged, and earnings impressed 💻✨The S&P 5...
02/06/2026

📈 Markets on a roll!

US stocks hit record highs as oil prices dropped, AI hype surged, and earnings impressed 💻✨

The S&P 500 is on a 9-week winning streak—up over 10%—while the FTSE 100 lags behind 📊

Geopolitics shook things briefly, but markets stayed resilient… for now 👀

Read more here - https://www.navigationwm.co.uk/article/detail/sjpp/weekwatch-01-06-2026.html

Business and life finances don’t have to compete 🤝From tax planning and pensions to cash flow and exit strategies, we he...
31/05/2026

Business and life finances don’t have to compete 🤝

From tax planning and pensions to cash flow and exit strategies, we help business owners build smarter futures, at work and at home.

Big-picture financial advice. Real peace of mind. ✨

Take our business health check today!
https://thebusinesshealthcheck-nwm.scoreapp.com

Exit Strategies may include the referral to a service that is separate
and distinct to those offered by SJP.

Navigation Wealth Management 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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 26/01/26

29/05/2026

Business loan protection isn’t just insurance; it’s a safety net that ensures your business can repay loans and stay financially stable if something goes wrong. In this video, we explain why it’s essential for any business with debt.

Want to secure your business’s future? Check your businesses health today!

https://thebusinesshealthcheck-nwm.scoreapp.com



Navigation Wealth Management 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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 08/12/2025

We’ve been lucky with some beautiful weather lately 🌤️ Here’s hoping everyone has had the chance to enjoy a little sunsh...
26/05/2026

We’ve been lucky with some beautiful weather lately 🌤️

Here’s hoping everyone has had the chance to enjoy a little sunshine and soak up the warmer days!

20/05/2026

What is shareholder protection?

It’s the agreement and insurance that ensures your business stays in the right hands if a shareholder passes away or becomes critically ill. It provides stability, continuity, and a clear plan for the future.

Want to make sure your company is protected? Try our business health check today!

https://thebusinesshealthcheck-nwm.scoreapp.com



Navigation Wealth Management 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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 08/12/2025

Address

16 Navigation Court
Wakefield
WF27BJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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