Navigation Wealth Management

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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 holistic 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

📈 Is your protection cover keeping up with inflation?As the cost of living rises, the value of your life insurance or cr...
17/10/2026

📈 Is your protection cover keeping up with inflation?

As the cost of living rises, the value of your life insurance or critical illness cover could be worth less in real terms over time.

💡 Index-linked protection can help your cover keep pace with rising costs, helping you maintain the financial safety net you intended for you and your loved ones.

Want to understand how inflation could affect your protection? 👇

🔗 Read more: https://www.navigationwm.co.uk/article/detail/sjpp/shielding-prote

SJP Approved 14/10/2026

The right financial decisions aren't always the same as everyone else's. 🧐Your goals, circumstances and ambitions are un...
14/10/2026

The right financial decisions aren't always the same as everyone else's. 🧐

Your goals, circumstances and ambitions are unique, which is why personal financial advice starts with understanding what's important to you. 💭

By taking the time to understand your individual situation, an adviser can help you make informed decisions with greater clarity and confidence. 💪

If you'd like to discuss your plans, get in touch!🙌

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 09/10/2026

🏡 Could the Your First Home scheme help you get on the property ladder?The proposed government-backed scheme could offer...
10/10/2026

🏡 Could the Your First Home scheme help you get on the property ladder?

The proposed government-backed scheme could offer a 20% equity loan to eligible buyers purchasing a new-build home in England, with a minimum cash deposit of just 2.5%.

Similar to the previous Help to Buy scheme, it aims to make buying your first home more accessible.

🏠 Read more here: https://www.navigationwm.co.uk/article/detail/sjpp/boost-for-first-time-buyers-to-get-on-the-property-ladder

SJP Approved 28/09/2026

What is a Bond?This is the debt of a company or government and acts like an “I owe you”.An investor who buys a bond is i...
06/10/2026

What is a Bond?

This is the debt of a company or government and acts like an “I owe you”.

An investor who buys a bond is in essence lending money to that institution in return for repayment on a specific date, plus regular interest payments. Also known as fixed income.

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).

SJP Approved: 16/7/2026

02/10/2026

What a walk! 🥾🌿

Navigation Walking Club headed back to Huggate for the second time, and what a day we had!

Although we encountered a few showers along the way, we were also treated to some beautiful sunshine, making for the perfect walking weather (well… almost! 😂).

We’re delighted to see the Walking Club continuing to grow, with more and more people joining us for a chance to get outdoors, enjoy the beautiful surroundings and spend some time together.

We can’t wait to see the club continue to grow and see where our next walk takes us! 💚

🎙️ We’ve been on the radio!Our Client Relationship Manager recently joined Beverley FM for a chat about Navigation Wealt...
28/09/2026

🎙️ We’ve been on the radio!

Our Client Relationship Manager recently joined Beverley FM for a chat about Navigation Wealth Management, and there was plenty to talk about!

From financial education and helping people feel more confident with their finances, to our Navigation Walking Club and our involvement in the local community, we had the chance to share a little more about what we’re all about. 💬

🎧 Want to hear the conversation? Watch the full interview on YouTube below! 👇

Click here - https://youtu.be/T-ZC4FgLdZs?si=wtW1XHFF0UrDeIx8

What is Active investing? 🤔Active investing involves fund managers making active decisions over what to invest in. 💭Navi...
23/09/2026

What is Active investing? 🤔

Active investing involves fund managers making active decisions over what to invest in. 💭

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: 16/7/2026

🥾 Navigation Walking Club is back! 🌿Following the success of our first walk, we’re excited to be heading back out for Wa...
19/09/2026

🥾 Navigation Walking Club is back! 🌿

Following the success of our first walk, we’re excited to be heading back out for Walk #2 – Huggate!

Join us as we explore the beautiful Yorkshire Wolds and parts of the Wolds Way, with plenty of fresh air, countryside views and good company along the way. 🌳

📍 Huggate
⏱️ Approx. 120–180 minutes
🥾 Country trail with gradients and inclines
☕ Pre-walk refreshments provided

Friends, family and colleagues are all welcome, whether you’re a seasoned walker or just fancy getting outside and exploring somewhere new!

And once we’re finished, why not head next door to the Wolds Inn for a well-earned drink or bite to eat? 🍻

Ready to walk with us?

Sign up here - https://www.navigationwm.co.uk/event/detail/2026/september/navigation-walking-club-huggate-walk-two.html

We’ll see you in Huggate! 👋

What is a Unit Trust?A Unit Trust is a portfolio of financial assets that are managed by a professional fund manager.The...
16/09/2026

What is a Unit Trust?

A Unit Trust is a portfolio of financial assets that are managed by a professional fund manager.

These assets could include stocks, property, and bonds. It is a medium to long term investment for growth and income.

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: 16/7/2026

12/09/2026

More than financial advice. More than numbers. More than a plan. 💙

We’re about the people, the conversations, the experiences and the journeys along the way.

Because at Navigation, it’s our privilege to guide your journey.

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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