Based in Newton Abbot, Devon, Navigation Financial Planning Limited is well placed to provide personalised independent advice throughout the South Devon area and beyond. We currently look after a range of clients in areas including Newton Abbot, Torquay, Paignton, Brixham, Dartmouth, Salcombe, Totnes, Exeter, Teignmouth, Exmouth and Kingsbridge.
Navigation Financial Planning Limited provides independent wealth planning, retirement strategy and investment management advice to high-net-worth individuals and business owners across South Devon and beyond. The firm works across Newton Abbot, Torquay, Paignton, Exeter and surrounding towns. Natural referral partners include estate planning solicitors managing inheritance and wills, tax accountants optimising tax positions, mortgage brokers arranging property finance, and business succession advisors helping owners plan exits. These partnerships address the complete wealth picture. A referral to Navigation Financial Planning is timely when business owners approach significant life transitions, plan retirement, contemplate selling their business, or inherit substantial assets requiring professional coordination.