Insights

Client Focus Navigator Financial Planning specializes in serving high-net-worth clients with tailored long-term financial strategies, indicating potential opportunities to offer premium investment products or wealth management services to similar affluent segments.

Technology Usage The company employs a modern tech stack including SEO tools, UI frameworks, and website optimization, presenting an opening to introduce innovative financial technology solutions or digital marketing services to enhance their online engagement.

Market Position With a small team and a modest revenue range, Navigator Financial Planning may seek growth through strategic partnerships or service enhancements, offering collaboration opportunities with larger asset management or financial advisory firms.

Awards and Recognition Being shortlisted for notable financial planning awards suggests a reputable brand, presenting a chance to promote complementary educational or certification services that bolster their industry standing further.

Business Transition As Navigator is now part of Succession Wealth and will be closing its current channel, there is an opportunity to reach out to Succession Wealth for integration of services, joint ventures, or tailored onboarding solutions during this transition period.

Similar companies to Navigator Financial Planning

Navigator Financial Planning Tech Stack

Navigator Financial Planning uses 8 technology products and services including Osano, oEmbed, Google Fonts API, and more. Explore Navigator Financial Planning's tech stack below.

  • Osano
    Cookie Compliance
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Yoast SEO
    Search Engines
  • Onsen UI
    Software Development

Media & News

Navigator Financial Planning's Email Address Formats

Navigator Financial Planning uses at least 1 format(s):
Navigator Financial Planning Email FormatsExamplePercentage
FLast@navigatorfp.comJDoe@navigatorfp.com
50%
First@navigatorfp.comJohn@navigatorfp.com
39%
FMLast@navigatorfp.comJMDoe@navigatorfp.com
5%
First.Last@navigatorfp.comJohn.Doe@navigatorfp.com
6%

Frequently Asked Questions

Where is Navigator Financial Planning's headquarters located?

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Navigator Financial Planning's main headquarters is located at 5 Cloughmore Terrace, Warrenpoint Newry, Co Down BT34 3HP, GB. The company has employees across 1 continents, including Europe.

What is Navigator Financial Planning's phone number?

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You can contact Navigator Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Navigator Financial Planning's official website and social media links?

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Navigator Financial Planning's official website is navigatorfp.com and has social profiles on LinkedIn.

What is Navigator Financial Planning's NAICS code?

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Navigator Financial Planning's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Navigator Financial Planning have currently?

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As of August 2025, Navigator Financial Planning has approximately 5 employees across 1 continents, including Europe. Key team members include Director: D. C.Director: J. B.Client Experience Manager: H. M.. Explore Navigator Financial Planning's employee directory with LeadIQ.

What industry does Navigator Financial Planning belong to?

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Navigator Financial Planning operates in the Investment Management industry.

What technology does Navigator Financial Planning use?

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Navigator Financial Planning's tech stack includes OsanooEmbedGoogle Fonts APIModernizrimagesLoadedSlider RevolutionYoast SEOOnsen UI.

What is Navigator Financial Planning's email format?

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Navigator Financial Planning's email format typically follows the pattern of FLast@navigatorfp.com. Find more Navigator Financial Planning email formats with LeadIQ.

When was Navigator Financial Planning founded?

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Navigator Financial Planning was founded in 2004.
Navigator Financial Planning

Navigator Financial Planning

Investment ManagementUnited Kingdom2-10 Employees

Navigator Financial Planning is now part of Succession Wealth!
This channel will be closing on 1st August.
To stay connected and up to date, follow us at Succession Wealth.

Navigator Financial Planning helps a select number of wealthy clients to achieve their long-term financial planning objectives, using lifetime cashflow modelling and Nobel-prize winning asset class investing, managing risk and minimising taxes & costs, to make best use of available resources. Navigator was short-listed for the   2017 Professional Adviser Financial Education awards and for the New Model Adviser Financial Planner of Year 2010.

Section iconCompany Overview

Headquarters
5 Cloughmore Terrace, Warrenpoint Newry, Co Down BT34 3HP, GB
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Navigator Financial Planning's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Navigator Financial Planning's revenue is estimated to be in the range of $1M

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