Navigation Financial Planning Limited

Duncan Salisbury-Jones

Business Category:

Financial Adviser
Navigation Financial Planning Limited

Key Services

Financial Planning, Wealth Management, Pensions and Retirement Planning, Inheritance Tax and Estate Planning, Family and Business Protection

Tel No.

07788714915

Email Address

duncansalisburyjones@visionifp.co.uk

Location

Kingsteignton, Devon

Navigation Financial Planning was established by Duncan Salisbury-Jones, an experienced Independent Financial Adviser with a career working in the financial services industry for over 20 years. This included working for a large trust company in Jersey and as a successful financial adviser for a major UK financial services provider. Duncan’s goal has always been to offer the best financial advice possible in clear and down to earth manner, taking time to understand each client’s individual requirements.

Navigation Financial Planning Limited offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs.

Depending on your instructions Duncan will then perform a ‘needs analysis’ built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

Other selected members

Children’s Hospice South West

Mhairi Bass-Carruthers
Children’s Charity