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

Navigate IFA

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Financial Planners helping you live life to the fullest without the fear of running out of money.

22/10/2026

Peace of mind, with proper structures and planning in place.

navigateifa.com

29/09/2026

Our team recently headed to The Wild Tipi at Finnebrogue Woods for our summer day out.

We tried our hand at bushcraft activities including fire lighting and axe throwing, with plenty of games and laughs along the way.

It was a great day and a good chance for everyone to catch up and have some fun together.

28/09/2026

Delighted to be sponsoring the Favourite Beauty Business this year, recognising the best talent across East Belfast in 2026.

You can nominate a business, between now and October 16th, here - https://tinyurl.com/mr3hj7zn

Voting will open on October 20th and close on November 17th, with details to follow.

In the meantime, get nominating and share the love! 💙

Eastside Awards

22/09/2026

If you’re in a position to help your family financially, it can be rewarding to do it while you’re here to see the difference it makes.

But how do you know what you can afford to give without leaving yourself short later?

With most unused pension funds due to be included in estates for Inheritance Tax purposes from April 2027, you may be thinking about passing some money on sooner. Tax is only one part of that decision, though.

Our latest article looks at how a cashflow plan can help you consider what your retirement may cost over the years and work out what you could comfortably give away.

Read the full article: https://navigateifa.com/how-to-give-money-away-without-leaving-your-retirement-short/

17/09/2026

We're delighted to have contributed to the Book Buddies Christmas Appeal ahead of the upcoming festive season. 📚

Books and brighter futures are two things we can definitely get behind!

Check it out if you'd like to get involved.

Compassion Belfast

15/09/2026

The rain took a quick break so we could have one of our quarterly team walks around Stormont this morning.

Fresh air, coffee and a chance to stretch the legs!

15/09/2026

Emma has joined the Navigate support team as a Client Manager, bringing with her several years of experience working in financial services.

It’s lovely to have her on board and we’re looking forward to working with her.

10/09/2026

Current estimates suggest a comfortable retirement costs around £45,400 a year for one person or £62,700 for a two-person household.

Those figures can be a useful starting point, but they can’t tell you exactly how much you'll need. That depends on the lifestyle you want, when you plan to retire and where your income will come from.

Our latest article looks at the costs you’ll need to consider, the income you may already have coming in and how to work out a retirement figure that reflects your own plans.

Read the full article: https://navigateifa.com/how-much-do-you-need-to-retire-comfortably-in-the-uk/

01/09/2026

Eventually, there’s a Monday morning when you don’t have to go to work. What happens then?

After decades of routine, responsibility and building a career, retirement can be a significant change. Having the finances to support it matters, but so does knowing what you want that next stage of life to look like.

How will you spend your time? What will give you purpose? What would you like to do while you have the health and freedom to enjoy it?

That’s exactly why good retirement planning starts with the life you want, and then works out how your finances can support it.

Our latest article explains more about how we approach this at Navigate.

Read more: https://navigateifa.com/who-do-we-work-with

25/08/2026

A pension from your current job, another from an employer 15 years ago. Savings in the bank, a few investments, a mortgage that’s still being paid off...

Individually, you might know roughly where everything stands. But do you know what it all adds up to for your future?

For many of the people who come to us, the issue isn’t that they haven’t saved or planned. It’s that nobody has ever helped them join the dots.

Bringing everything together can help answer much bigger questions, including what “enough” might look like for you and when work could become a choice rather than a necessity.

We explore this in our latest article.

Read more: https://navigateifa.com/who-do-we-work-with

Address

150 Holywood Road
Belfast
BT41NY

Opening Hours

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

Website

http://www.navigateifa.com/

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