Navigation Wealth Management

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 holi

stic 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

📈 Markets on a roll!US stocks hit record highs as oil prices dropped, AI hype surged, and earnings impressed 💻✨The S&P 5...
02/06/2026

📈 Markets on a roll!

US stocks hit record highs as oil prices dropped, AI hype surged, and earnings impressed 💻✨

The S&P 500 is on a 9-week winning streak—up over 10%—while the FTSE 100 lags behind 📊

Geopolitics shook things briefly, but markets stayed resilient… for now 👀

Read more here - https://www.navigationwm.co.uk/article/detail/sjpp/weekwatch-01-06-2026.html

Business and life finances don’t have to compete 🤝From tax planning and pensions to cash flow and exit strategies, we he...
31/05/2026

Business and life finances don’t have to compete 🤝

From tax planning and pensions to cash flow and exit strategies, we help business owners build smarter futures, at work and at home.

Big-picture financial advice. Real peace of mind. ✨

Take our business health check today!
https://thebusinesshealthcheck-nwm.scoreapp.com

Exit Strategies may include the referral to a service that is separate
and distinct to those offered by SJP.

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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 26/01/26

29/05/2026

Business loan protection isn’t just insurance; it’s a safety net that ensures your business can repay loans and stay financially stable if something goes wrong. In this video, we explain why it’s essential for any business with debt.

Want to secure your business’s future? Check your businesses health today!

https://thebusinesshealthcheck-nwm.scoreapp.com



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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 08/12/2025

We’ve been lucky with some beautiful weather lately 🌤️ Here’s hoping everyone has had the chance to enjoy a little sunsh...
26/05/2026

We’ve been lucky with some beautiful weather lately 🌤️

Here’s hoping everyone has had the chance to enjoy a little sunshine and soak up the warmer days!

20/05/2026

What is shareholder protection?

It’s the agreement and insurance that ensures your business stays in the right hands if a shareholder passes away or becomes critically ill. It provides stability, continuity, and a clear plan for the future.

Want to make sure your company is protected? Try our business health check today!

https://thebusinesshealthcheck-nwm.scoreapp.com



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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 08/12/2025

What a treat we had on Friday! 🧁✨A huge thank you to Elliegantly Made for the amazing cupcakes, they were absolutely de...
17/05/2026

What a treat we had on Friday! 🧁✨

A huge thank you to Elliegantly Made for the amazing cupcakes, they were absolutely delicious and disappeared from the office very quickly! 🙌🩷

Say hello to Martin 👋With over 40 years of experience in financial planning, Martin joined Navigation Wealth Management....
14/05/2026

Say hello to Martin 👋

With over 40 years of experience in financial planning, Martin joined Navigation Wealth Management. Passionate about helping clients achieve their financial goals, Martin specialises in retirement, wealth management, and protection planning.🙌

Outside of work, Martin enjoys travelling with his wife and is a keen golfer now proudly serving as Golf Captain ⛳️



The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore
go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual
circumstances.

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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

12/05/2026

What is key person insurance?

It’s a protection strategy that shields your business from financial loss if someone essential, like a founder, director, or top performer, can no longer work. It’s about safeguarding stability, continuity, and confidence.

Want to see if your business is properly protected? Take our Business Health Check today!

https://thebusinesshealthcheck-nwm.scoreapp.com



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). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 08/12/2025

06/05/2026

Today we took on the Westwood! 🌿

This was our second time walking it and what a lovely time we had. The weather held up, the flowers were in full bloom, and the company was even better! Thank you to everyone who came, we can’t wait for the next one! 💚

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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