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About Navigation Wealth Management

At Navigation Wealth Management Ltd, a Managing Partner Practice of St. James's Place Wealth Management, we focus and pride ourselves upon maintaining long-term, trusted relationships with our clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. It is our personal goal to help all of our clients plan holistically, considering everything from ensuring they and their families/businesses are protected, to aim for superior returns on their investments and pensions, to asset protection and tax mitigation. In simple terms, "Holistic Wealth Management Planning", which is tailored for the clients in question based on current Government legislation. •Investing for capital growth or capital preservation •Investing for income •Planning for Retirement •Protecting wealth •Protecting lifestyles against risk •Mitigating tax liabilities •Planning exit of a business* •Contingency planning The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. *This is likely to involve the referral to services that are separate and distinct to those offered by St. James's Place The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances. Navigation Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/01/2025

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