What are the opening hours?

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

Navigation Wealth Management

Home
United Kingdom
Wakefield
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

02/09/2026

Peace of mind is priceless! Did you know we can help you secure your financial future with a range of protection cover?

We specialise in:
- Critical Illness Cover 🏥
- Income Protection 💼💰
- Life Assurance 👨‍👩‍👧‍👦

Don't leave your family's future to chance. Let's discuss the right protection plan for you today! 📞💬

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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 17/06/2026

30/08/2026

What is a Pension?

A pension is a way for individuals to save money during their working years for their retirement later in life, which employers can also contribute to.

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: 16/7/2026

26/08/2026

Most people think financial advice is about picking investments.

In reality, it's about helping you make better financial decisions, avoid costly mistakes, and stay focused on what matters most to you.

Take a look through to see why.

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 10/07/202

22/08/2026

At a glance.....🧐

Prepare. Plan business succession as early as possible. This can help ensure the process is smooth when the time comes, maximising value and tax efficiency. 🙌

Understand the value. Succession planning starts with accurately calculating the value of your business.💭

Communicate. Take time to have regular, open and honest conversations with all family members about your plans and intentions. 😄

Read more here -
https://www.navigationwm.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

19/08/2026

Did you know? 🤔

34% of people say their financial situation has worsened recently, but the data shows something interesting about who's weathering it better.

Among those who've been investing for more than five years, 87% feel financially resilient. And if you have a financial plan in place, you're even more likely to feel confident about what's ahead, 7 in 10 people with a plan say so.

Time in the market and having a plan really do make a difference. 📊

Navigation Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/06/2026

15/08/2026

Only 44% of women say they would feel confident investing an inheritance or financial windfall*.

When life changes unexpectedly, financial decisions can feel overwhelming.

Read more on how you can manage your finances during major life changes: https://www.navigationwm.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities.html

*Financial Health Report 2026: Women and Wealth. On behalf of St. James's Place, Opinium surveyed 6,000 UK adults nationwide between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

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).

SJP Approved 28/07/2026

12/08/2026

💭 Did you know?

Financial confidence isn’t just about how much you have — it’s about knowing where you’re going and feeling in control of your financial future.

With 7 in 10 people saying a financial plan makes them feel more confident, having a clear plan could make more difference than you think.

From building your savings to planning for the future, the right guidance can help turn financial uncertainty into confidence. 📈

Could a financial plan give you greater peace of mind?

07/08/2026

☀️ North Cave🚶‍♀🌿

What a fantastic day for our latest Navigation Walking Club! We were treated to glorious sunshine and perfect walking weather as we explored the beautiful North Cave countryside together.

The route covered 8 miles over 3 hours, with everyone clocking up around 20,000 steps along the way. It was great to see so many familiar faces enjoying the walk, catching up, and taking in the stunning surroundings.

A huge thank you to everyone who joined us, we hope you enjoyed it as much as we did!

Our next walk will be taking place around 23rd September, so keep an eye on our social media for more details. We can't wait to see you there! 👟🍃

04/08/2026

💭 Did you know?

The average UK household has wealth of £104,329, yet many people still feel uncertain about their financial future.

📊 Here are a few eye-opening statistics:
• 14% of people have no savings at all
• 2 in 5 have less than £10,000 in savings
• Only 38% have a financial plan in place
• 40% say their financial situation has negatively impacted their mental health

Knowing where you stand financially is the first step towards building confidence and peace of mind.

So, here's our question...

💬 Did YOU know?

28/07/2026

New Prime Minister... same old challenges?

Andy Burnham has stepped into Number 10 as the UK's seventh Prime Minister in just 10 years, with John Healey taking over as Chancellor.

While there’s a new team at the top, the challenges remain familiar: tackling national debt, bringing inflation under control, and boosting productivity. 👀

There was some positive news to kick things off though, with UK inflation falling to 2.6% in June, beating expectations and offering a welcome boost.

What could this mean for the economy, your finances, and the Autumn Budget? 🤔

📖 Read more here 👇
https://www.navigationwm.co.uk/article/detail/sjpp/weekwatch-27-07-2026.html

SJP Approved 27/07/2026

Address

16 Navigation Court
Wakefield
WF27BJ

Opening Hours

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

Website

https://navigationwm.co.uk/

Alerts

Be the first to know and let us send you an email when Navigation Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.