Navigation Financial Planning Limited - Newton Abbot

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Navigation Financial Planning Limited: A Comprehensive Guide

Location: Situated at 15 The Knowle, Kingsteignton, Newton Abbot TQ12 3GD, United Kingdom, Navigation Financial Planning Limited stands as a pillar of financial expertise in the region. The firm is easily accessible, not only by phone but also offering online appointment scheduling for those preferring digital convenience. With a dedicated focus on financial consulting, investment services, and life insurance, Navigation Financial Planning Limited provides a broad spectrum of wealth management solutions.

Contact Information: For those seeking guidance or wanting to explore their financial futures, the company's contact details are readily available. The phone number 7788714915 allows potential clients to reach out directly. Additionally, the company's online presence is well-established through their website navigationifa.co.uk, where clients can delve deeper into their services and find answers to common questions.

Specialties:

Navigation Financial Planning Limited prides itself on its diverse range of services. Financial consulting is at the core of their operation, offering personalized advice tailored to individual needs. Their investment services ensure that clients' money works for them, with options ranging from conservative to more aggressive portfolios. For those concerned with their future security, the life insurance agency部分提供专业的保险服务，帮助客户保护他们的家人在不确定的未来。

Accessibility and Convenience:

Understanding the importance of accessibility, Navigation Financial Planning Limited has gone the extra mile to ensure their services are available to all. The office is wheelchair accessible, complete with a designated parking lot and restroom facilities, making it easier for clients with mobility challenges to visit without hassle.

Client Reviews and Feedback:

The company's commitment to excellence is reflected in the glowing reviews it has received. With 6 reviews on Google My Business, clients consistently praise the exceptional service. One reviewer highlighted Duncan, a key consultant, for being "very helpful when discussing our pension plans. He made the complex world of pensions much easier to understand, demonstrating patience and thoroughness in addressing all queries. Clients express high satisfaction, noting the personalized approach and the time invested in their advice." This feedback underscores the company's dedication to client success and satisfaction.

Online Appointments and Services:

In today's fast-paced world, convenience is key. Navigation Financial Planning Limited recognizes this by offering online appointment scheduling. This feature not only caters to busy clients but also ensures that those from remote areas can access their services without traveling. The combination of in-person consultations and online scheduling positions the firm as adaptable to modern lifestyles.

Summary:

Navigation Financial Planning Limited offers a comprehensive suite of financial services, including consulting, investment solutions, and life insurance, all underpinned by a commitment to accessibility and client satisfaction. With a strong presence in Kingsteignton, their accessible location and online services make them a convenient choice for anyone looking to secure their financial future.

Key Features:

• Expert Financial Consulting: Tailored advice for pension planning and investment strategies.
• Diverse Investment Services: Options to grow your wealth according to your risk tolerance.
• Life Insurance Agency: Protection plans for your loved ones.
• Online Appointments: Flexible scheduling to fit y

👍 Reviews of Navigation Financial Planning Limited

John W.

5/5

We found Duncan very helpful when discussing our pension plans.

Russell M.

5/5

I wanted some pension advice and an independent review of my various pensions. Duncan was very helpful in getting to the key areas and explained everything extremely well. He made the complex world of pensions much easier to understand. Very happy with the service received and the patience and time taken to answer all of my questions. I will definitely follow up with Duncan and would highly recommend his services.

Valentine V.

5/5

Duncan was immensely helpful during my call with him today. He helped me to avoid unnecessary costs, pointed me in the right direction of what I needed and helped me focus on what my financial targets are.
If you're looking for help in managing your portfolio I would very much recommend a chat with him.

Deborah D.

5/5

Duncan was great, absolutely no pressure, pointing me in the right direction.
I’ll definitely be in touch for further financial help!

Sandra B.

5/5

The help and advice I received from Navigation Financial Planning Ltd recently was excellent...
I would definitely recommend them to anyone needing a understanding, friendly, professional financial advisor

Alison R.

5/5

Listened to us and came up with a range of positive scenarios. Explined things clearly.