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

17/07/2026

🏌️⛳ What a day at our 2026 East vs. West Ryder Cup Golf Day!

A huge congratulations to Team West Yorkshire for taking the win! 👏🏆 With the series now tied at 1-1, next year's competition is set to be even more exciting.

The glorious sunshine made for a fantastic day on the course, and it was brilliant to see everyone enjoying themselves while supporting a great cause.

A heartfelt thank you to everyone who attended, donated, and helped us raise money for charity. Your generosity and support made the day extra special.

Well done to everyone who took part, we can't wait to do it all again next year! ☀️⛳💙

Also... we had to do a bloopers reel! keep an eye out for that... coming soon!😉

14/07/2026

🥾🌿 Lace up your walking boots... our next Navigation Walking Club is here!

Join us on the 5th August as we explore the beautiful North Cave Wetlands Nature Reserve and the surrounding countryside. Expect stunning scenery, fresh air, great company, and plenty of opportunities to enjoy the outdoors together. 💚

Whether you're a regular on our walks or thinking of joining us for the first time, everyone is welcome! Bring your friends, family, colleagues, and even your four-legged walking buddy. 🐶

☕ Complimentary refreshments before we set off
🥾 Around a 4-hour guided walk
🌿 Country trails, wetlands & sandstone terrain
📍 Meet us at North Cave Wetlands Nature Reserve, Dryham Lane, North Cave, Brough, HU15 2LY

Please note this route is a little longer than usual and includes uneven terrain, so a reasonable level of fitness is recommended. Don't forget your walking boots and a waterproof you never know what the British weather has in store! ☔

Sign up using the link below:
https://www.navigationwm.co.uk/event/detail/2026/august/navigation-walking-club-north-cave.html

We can't wait to see you there! 🍃

✨ Week Watch is here! ✨We're taking a look back at last month's highlights, checking in on the markets with our Stock Ta...
07/07/2026

✨ Week Watch is here! ✨

We're taking a look back at last month's highlights, checking in on the markets with our Stock Take, and seeing where things stand in our Wealth Check. 📈💼

Go onto our website to catch up on the key moments, market movements, and insights that could help keep your financial goals on track.

https://www.navigationwm.co.uk/article/detail/sjpp/weekwatch-06-07-2026.html



SJP Approved 06/07/2026

📈 Tough market? Absolutely. Opportunity? Also yes. 💡Despite economic uncertainty, SME owners aren't standing still. We'r...
03/07/2026

📈 Tough market? Absolutely. Opportunity? Also yes. 💡

Despite economic uncertainty, SME owners aren't standing still. We're seeing more businesses planning for growth, succession, management buyouts, employee ownership, and successful exits.

The takeaway? Those who plan ahead and invest in long-term value are the ones setting themselves up for stronger outcomes. 🚀

Read more on our website 👇
https://www.navigationwm.co.uk/article/detail/sjpp/five-trends-defining-the-uk-sme-market-in-2026.html

30/06/2026

Last week, we hosted our very own Business Owner Breakfast Meeting! ☕️🥐

We had some fantastic conversations, a great atmosphere, and the opportunity to discuss many important topics affecting businesses. It was inspiring to see so many business owners come together to share ideas, experiences, and support one another.

A huge thank you to everyone who joined us and contributed to such a positive and engaging morning. We truly appreciate you taking the time to attend, and we look forward to seeing you at the next one! 🙌

Protecting your family often slips down the to-do list, but it's one of the most important parts of building financial r...
27/06/2026

Protecting your family often slips down the to-do list, but it's one of the most important parts of building financial resilience. 💙

Life is unpredictable, and while we all hope for the best, having the right protection in place can provide peace of mind and financial security when it's needed most.

In 2024, protection policies paid out a record £8 billion in life, critical illness and income protection claims, helping families maintain their lifestyle and safeguard their future.

Don't leave it to chance. Make sure you and your loved ones have the protection you need, both now and for the years ahead.

Read more here - https://www.navigationwm.co.uk/article/detail/sjpp/what-is-protection-and-why-do-i-need-it.html



SJP Approved 18/06/2026

Happy Father’s Day to all the dads, grandads, and father figures who love, support, and guide their families every day. ...
21/06/2026

Happy Father’s Day to all the dads, grandads, and father figures who love, support, and guide their families every day. Your care, strength, and dedication inspire generations and help build brighter futures. 💙

— Navigation Wealth Management

💼 Meet Jeff!With 30+ years in financial services, Jeff is passionate about helping people make the most of their money a...
19/06/2026

💼 Meet Jeff!

With 30+ years in financial services, Jeff is passionate about helping people make the most of their money and plan for the future with confidence.

Whether it's growing your wealth, planning for retirement, protecting your family, or creating a long-term financial plan, Jeff is here to help you every step of the way.

✨ Personal advice. Trusted guidance. Real results.

✨ Team Update ✨We're delighted to welcome Hayley Hoyland to the team as our new Wakefield Manager.With over six years of...
16/06/2026

✨ Team Update ✨

We're delighted to welcome Hayley Hoyland to the team as our new Wakefield Manager.

With over six years of experience in the financial services industry, Hayley is passionate about helping people make the most of their money and achieve their personal goals. Outside of work, she enjoys spending weekends supporting her children from the sidelines of football pitches and dance studios, walking her black lab Tilly, and exploring new places with her family in their caravan.

We're also pleased to announce that Anji Ward has been promoted from Admin to Beverley Office Manager.

Having been part of the Navigation family for many years, Anji is known for her hard work, dedication, and commitment to supporting both our team and clients. When she's not at work, she's busy with her family and her beloved dogs!

Please join us in congratulating both Hayley and Anji on their exciting new roles! 🎉

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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