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Co-Navigate

Guiding our clients on their financial journey through effective financial planning. Everything we do is about you.

It's about your journey in life, not just money, and we want to empower you to make good decisions and manage your finances wisely. We understand that your money is simply the tool to enable you to live the life you want.

27/05/2026

Financial decisions are rarely driven by numbers alone — language plays a powerful role too.

From “market crashes” to “safe cash”, financial language often drives emotional decisions instead of rational ones.

In this article, we explore some of the most expensive words in finance — and how reframing them can lead to better long-term decisions.

Read the full article here: https://co-navigate.co.uk/the-most-expensive-words-in-finance/

14/05/2026

Last Friday, our team swapped financial planning for chocolate making 🍫

We headed to Davenport's Chocolates for a fun afternoon of creativity, teamwork, and a little friendly competition as we created our own luxury truffle collections from scratch.

Read more about our latest team challenge here 👇

https://co-navigate.co.uk/sweet-success-at-davenports/

07/05/2026

The last six years have tested investors in ways few could have predicted. From pandemics and market crashes to geopolitical tensions and inflation spikes, the headlines have rarely been quiet.

Our latest article explores what these events can teach us about the art of investing — and why perspective matters just as much as strategy. 📈

https://co-navigate.co.uk/a-tale-of-the-2020s/

30/04/2026

“Am I saving enough?”

It’s a question even the most disciplined investors ask themselves.

While there are plenty of rules of thumb—like saving 15–20% of your income—the reality is far more personal. Your ideal number depends on your goals, your lifestyle, and the life you want in the future.

But here’s something we’ve seen time and time again:

👉 The level of saving that really makes a difference usually feels slightly uncomfortable.

Not impossible. Not overwhelming.

Just enough to make you pause before certain decisions.

That’s because every financial choice is a balance between enjoying today and preparing for tomorrow.

As your life evolves, your “number” should too. Small, consistent adjustments over time can make a significant difference to your future.

If you’re wondering whether you’ve got that balance right, we’re here to help you find clarity.

Read the full article here: https://co-navigate.co.uk/the-uncomfortable-number

15/04/2026

Most people treat money like it belongs in a tin.

Safe. Still. Untouched.

But here’s the problem… money wasn’t meant to sit still.

In our latest article, Dead Money, Living Money, we explore a simple idea: 👉 The difference between money that looks safe and money that actually supports your future.

Like seeds, money can either be stored away… or planted, where it has the chance to grow.

Yes, growth comes with uncertainty.

But staying still comes with a hidden cost: inflation quietly eroding your purchasing power over time.

So the real question is: Are you protecting your money… or preventing it from doing what it was designed to do?

🌱 Read the full article here: https://co-navigate.co.uk/dead-money-living-money

19/03/2026

We’re incredibly proud to celebrate Scott’s journey from Paraplanner to Associate Financial Planner — a milestone that reflects not just his dedication, but our commitment to growing talent from within.

His story is a great reminder that when passion meets opportunity, amazing things happen ✨👇

https://co-navigate.co.uk/turning-passion-into-a-profession/

18/02/2026

📉📈 What if you weren’t allowed to touch your investments for 10 years?

No checking. No tweaking. No reacting to headlines.

The “10-Year Test” explores why reacting to short-term market noise can quietly sabotage long-term results — and why discipline often beats activity.

Sometimes the hardest strategy is also the most effective: staying put.

👉 Read more: https://co-navigate.co.uk/the-ten-year-test

10/02/2026

This is an exciting opportunity for someone looking to build a career in business administration while gaining hands-on experience in a professional financial planning environment.

You will develop valuable workplace skills and play a key role in supporting our clients and team.

For full role details, required skills, and how to apply, please follow the link below.

https://onpointapprenticeships.co.uk/vacancies/388480917708

05/02/2026

You've probably noticed the headlines ... Gold and silver have had a remarkable run over the past two years, reaching record highs and generating dramatic gains.

Watching an asset class surge while you're not heavily invested is uncomfortable, but are you really missing out?

Read the full story on our website: https://co-navigate.co.uk/after-the-gold-rush/

29/01/2026

“Every journey, whether it’s about your financial wellbeing or your physical health, starts with a single step"

Just before Christmas we were delighted to sponsor England’s oldest road race – the Ronnie Walker Saltwell Road Race - organised by the fantastic Harriers

Follow the link to find out how our Client Services Manager, Anna, got on when she took on the 10k challenge!

Photo Credit: www.monumentalphoto.co.uk

https://co-navigate.co.uk/co-navigate-proud-to-sponsor-englands-oldest-road-race/

Address

21 Lansdowne Terrace, Gosforth
Newcastle Upon Tyne
NE31HP

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.co-navigate.co.uk/

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