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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, designed 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 planning service WealthMap, the Navigate Portfolios ensure you have the right portfolio for you and your future 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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