Investment success through Navigate Portfolios

Tom talks to Barnaby Cecil clients about their recent investment performance, Betafolio's role in our ongoing success; as we approach £45m of assets under management.

The historical performance of the Navigate range has been excellent. How has this been achieved?

Access the great capital markets of the world. How do we create superior returns for our clients?

We can help you find your balance between living for today and planning for tomorrow.

We're extremely proud of how our Navigate Portfolios have performed and we can use independent research tools to compare your existing portfolio or Wealth Manager to us.

Navigate Portfolios are managed to some of the UK's most qualified and experienced investment experts.

A sophisticated and elegant process allows you to build an award-winning financial plan in three collaborative stages.

Why we built an award winning money management App and Client Portal with leading UK technology provider moneyinfo. And how we use the service to drive a better client experience.

Tom talks to Faith Liversedge about why we chose to partner with Betafolio and how they helped us to create the world-class Navigate Portfolio range for clients.