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Who we work with
Like any lasting relationship, we need to “get” each other and be on the same path.
Have trust in our approach
Our clients don’t all fit into one box. Each financial planning firm and individual we support is different, which means we will always tailor our service to their needs. It’s worked this way for many years, so we stick to delivering this kind of service.
As a small business, we enjoy working with other small firms nationwide that value our flexible approach and straightforward processes. Our clients also share our passion for outstanding customer service and forward-thinking financial planning.
We’re not for everyone
The truth is, we don’t work with everyone. Experience has taught us that we can’t work with people who like to stay in control. The nature of our work means you’ve got to be willing to hand over the reins. We know it’s daunting at first, but trust us.
Saying “no” to people allows us to work closely with a select number of firms and deliver high-quality work every single time. We don’t feel we could do this to the same standard if we picked up one-off pieces of work for a large number of advisers or said “yes” to everyone.
Testimonials
We were looking to enhance our operational ability and also have greater flexibility rather than just relying on an internal paraplanner. Navigatus give us great flexibility and enable us to operate efficiently as a business. The reports are of high quality, and we trust in the skills and ability of the paraplanners we work with. We would happily recommend Navigatus to any adviser looking to improve their business.
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Being a sole trader, I have a lot of roles to fill, and it is very clear that I need to focus as much of my time on my clients, running the business and finding new opportunities. Time is tight, and outsourcing the paraplanning helps free up my time. In addition, and just as valuable is that it is my comfort blanket, as I can check that my proposals are technically correct and that my understanding of the solutions available is current. I feel that the Navigatus team are part of my business which makes me feel bigger than a sole trader and allows me to deliver a quality service to my clients.
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Weldons Wealth Management Ltd is a small single RI business. As sole Director I want to focus on delivering a top financial planning service to a limited number of clients. Time is a limited resource for me, so I try and outsource everything that is not directly client-facing. Although I have access to paraplanning services via the compliance network I subscribe to, this still puts the onus on me to prepare the Suitability Reports, and I do not have sufficient demand to employ someone in-house with the right level of expertise. The solution for me is an external paraplanning service that could take the information from my Discovery process and create a professional and compliant narrative. Navigatus is not just another paraplanning service. I have used other services in the past, but I have not felt confident the output has been of the highest quality. The team at Navigatus is led by a Chartered Paraplanner, and that gives me confidence that the reports are of the highest compliance standard, exceeding the minimum expectations of the regulator. But Navigatus does more than prepare reports. As a customer, Weldons has access to a very high level of technical financial planning knowledge, which as a smaller business, is very valuable to me. We all have our areas of expertise, and it is reassuring to know I have another organisation willing to input into the services I provide my clients. Navigatus is also always willing to go the extra mile when you need something delivered urgently. It very much feels like an extension of Weldons rather than an external bolt-on. Using Navigatus has given me the freedom to focus on my original goal - seeing clients and delivering a top financial planning service. Crucially, I feel the input from Navigatus ensures Weldons is more than meeting its regulatory requirements in this area.
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Working with Aleks and her colleagues is always a pleasure and I know I can rely on them to produce quality reports backed up by excellent research and analysis. All the staff are friendly and helpful and go the extra mile when needed. Using their technical knowledge is an added bonus and I would recommend their services to any financial advice firm. A quality service at a fair price.
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We thought it best to outsource our paraplanning requirements as it provides a known cost for new advice and a brilliant additional layer checking the advice process and providing the required file evidence. Working with the team at Navigatus means we can have the benefit of review of the advice, checking suitability, making suggestions, and providing the evidence for the advice. Tailoring the report to our requirements and branding make it a seamless process. We have been able to confidently provide sound advice to our clients with the backup and service provided by Navigatus. Whilst they are a separate business, Navigatus are an integral part of our team. I would wholeheartedly recommend the services of Navigatus. The entire team are focused on the client and ensuring that the service is efficient and tailored to our and, most importantly, the client needs. They are passionate about good compliant outcomes for all clients.
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