Co-Navigate Limited is a modern, vibrant financial planning business where the client always comes first. We spend a lot of time getting to know you and your current situation but also what you want from your life. Knowing what motivates you allows us to help you create goals and plan for them effectively.
Our main speaker, Lyndsey Stephenson, has 13 years’ experience and prides herself on creating lasting relationships with clients. She specialises in mortgage advice and loves to help clients work towards owning their dream home. Lyndsey is also a qualified running coach at a local club and has always maintained that your approach to financial goals should be like the approach you’d take to training for a race. You need to prepare, train, seek expert advice, and follow a plan. This way, you have the best chance of achieving what you want to achieve in life.
Also presenting will be Jamie Bogle, who has been advising clients for 15 years. He specialises in working with business owners, helping them realise their personal & professional goals by linking them with their finances.