At Navigation Financial Planning, our business is to help you plan a successful future. Based near Newton Abbot, Devon, we are well placed to provide independent financial advice from the whole of the market to clients throughout the South West.
Navigation Financial Planning Limited offer independent financial advice to individuals and businesses specifically designed around their individual circumstances with over 20 years in the financial services industry.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us – the first hour’s consultation is free. There’s no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a ‘needs analysis’ built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.
Duncan’s goal has always been to offer the best financial advice possible in clear and down to earth manner, taking time to understand each client’s individual requirements.
Duncan Salisbury-Jones, Dip PFS
Director & Independent Financial Adviser
Navigation Financial Planning Limited
Mobile 077887 14915 | Email [email protected] | Website www.navigationifa.co.uk
