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Navigate Portfolios

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Barnaby Cecil: Navigate Portfolios® are a range of independentally selected and risk-graded investment portfolios, design to maximise the investment returns available to any investor, if they follow some basic time-tested rules.

Once we have a bespoke financial plan, which may involve our process WealthMap, the Navigate Portfolios ensure you have the right portfolio for you and your Plan.

Monitored regularly and rebalanced accordingly, Navigate Portfolios allow you to access the world’s capital markets, via market leading firms like Vanguard and BlackRock, at minimal cost.

We are able to test our investment performance back to the 1900s and would be delighted to share this data with you. When combined with our planning tool, WealthMap, our Navigate Portfolios allow you to plan with confidence.

The minimum investment level for Navigate Portfolios is £500,000, or less by special arranagement.

Contact us for more details.

Investment Disclaimer: The past performance of any investment is not necessarily a guide to future performance. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Our other services

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People at retirement

Retirees now have 101 ways to access their money at retirement. Well, perhaps not 101, but enough to make things rather daunting if you’re navigating this yourself. We’ll guide you through the best options for you so that you have the flexibility, control and peace of mind to retire the way you want to.

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Medical professionals

The complexities of the NHS pension scheme mean that without financial advice, health professionals could end up paying more tax than they need to. We’ll help you understand all aspects of your NHS pension and structure your finances tax efficiently. You’ll also be able to plan the retirement you really want, and other financial goals along the way.

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Media and tech professionals

We have clients at firms such as Google, Facebook and leading agencies, so we understand the details of your unique employment structure. We can advise you on how best to maximise your employee benefits. And if you don’t fancy reading that 40-page document HR sent you on your company share options, relax. We’ve read it for you.

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WealthMap®

Our Wealth Map is a 12 week process that will help you to understand, design and build the future that you want from your finances.  Underpinned by award winning software, CashCalc and Timeline, your finances and financial future will come alive in front of you, through a dynamic and highly bespoke Report.

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The App®

Our app is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7.  All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via Tablet or Mobile.

The App is currently under development (ready November 2020).

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