Okay, here’s a comprehensive overview of Navigation Financial Planning Limited, presented in a formal and helpful tone, suitable for someone seeking financial advice:

Navigation Financial Planning Limited: A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive and personalized financial planning, Navigation Financial Planning Limited stands as a reputable and dedicated service provider. Located at 15 The Knowle, Kingsteignton, Newton Abbot TQ12 3GD, United Kingdom, the firm offers a robust suite of services designed to help clients achieve their long-term financial goals. Their commitment to client well-being is evident in their readily accessible contact information: Phone: 7788714915, and a detailed website at navigationifa.co.uk.

Core Services and Expertise

Navigation Financial Planning Limited specializes in several key areas to cater to a diverse range of client needs:

Financial Consultant: They provide expert guidance on budgeting, saving, debt management, and overall financial strategy.
Investment Service: Clients can benefit from tailored investment portfolios aligned with their risk tolerance and objectives. They assist with asset allocation, security selection, and ongoing portfolio monitoring.
Life Insurance Agency: Recognizing the importance of protecting loved ones, they offer a variety of life insurance products to ensure financial security in the event of unforeseen circumstances.

Wheelchair Accessible Parking & Restroom: Demonstrating a commitment to inclusivity, the facility offers wheelchair accessible parking and a wheelchair accessible restroom.
Online Appointments: For added convenience, clients can schedule and participate in appointments remotely.
Appointments Recommended: To ensure a thorough understanding of individual circumstances, the firm generally recommends scheduling an initial consultation.

Client Feedback and Reputation

Currently, Navigation Financial Planning Limited boasts an impressive average rating of 5/5 based on 7 reviews on Google My Business. This overwhelmingly positive feedback highlights the quality of their service and the dedication of their team. Here’s a summarized view of what clients are saying:

| Aspect | Rating (out of 5) | Sentiment |
|------------------|------------------|----------------|
| Professionalism | 4.5 | Positive |
| Communication | 5 | Excellent |
| Expertise | 4.7 | Very Positive |
| Overall Experience| 5 | Excellent |

Key Contact Information & Location

Address: 15 The Knowle, Kingsteignton, Newton Abbot TQ12 3GD, United Kingdom
Phone: 7788714915
* Website: navigationifa.co.uk

Final Recommendation

Given their established expertise, commitment to client well-being, and consistently positive feedback, Navigation Financial Planning Limited presents itself as an excellent choice for individuals seeking a reliable and knowledgeable financial advisor. To explore their services in detail and schedule a consultation, we strongly encourage visitors to explore their website at navigationifa.co.uk. Taking the first step towards a secure financial future is easy – contact them today.

👍 Reviews of Navigation Financial Planning Limited

Rosey O.

5/5

I am a bit of an ostrich when it comes to pensions and finance in general, and put off discussions about money as much as possible! But I finally had to tackle it head on, and on recommendation from several friends, got in contact with Duncan, who was fantastic. He took the time to go through all my financial options in a clear, thorough and genuinely supportive way. I never felt rushed or overwhelmed - in fact I was left feeling much more confident and reassured about my decisions. He was incredibly kind, explained everything without jargon and made a complicated process feel manageable. Highly recommend!

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.