LATEST NEWS

Dan Bullen from Newcastle Financial Adviser firm Co-Navigate

Interviews, Uncategorized

People behind Co-Navigate: Dan Bullen

Name Dan Bullen What is your position at Co-Navigate? Financial Planning Assistant When did you start work at Co-Navigate? July 2017 What was your experience before working here? I moved to Co-Navigate straight after school…

Fiona Richardson from Co-Navigate, Newcastle Financial Adviser company in Gosforth

Interviews, Uncategorized

People behind Co-Navigate: Fiona Richardson

Name Fiona Richardson What is your position at Co-Navigate? Mortgage and Protection Assistant When did you start work at Co-Navigate? May 2019 What was your experience before working here? I hadn’t been in financial…

Brenda Bailey from Co-Navigate

Interviews, Uncategorized

People behind Co-Navigate: Brenda Bailey

NameBrenda Bailey What is your position at Co-Navigate?Financial Planning Assistant When did you start work at Co-Navigate?April 2019 What was your experience before working here?I started in financial planning in 2001, so I have 19…

Couple with family considering inheritance and estate planning

Money Hacks, Uncategorized

Inheritance and estate planning

Don't leave it too late Inheritance is an emotive subject and is likely to come into focus over the next 12-18 months as the Chancellor looks to raise money for the Treasury. The coronavirus pandemic has cost the government billions.…

Woman happy thanks to having financial well-being

Money Hacks, Opinion

How is your financial well-being?

Life in the past few months has been a real struggle, with the Institute of Fiscal Studies claiming that the Covid-19 pandemic will affect people’s mental health. Struggles in the wake of lockdown and isolation is likely to have a long-term…

This is Jamie Bogle, Co-Navigate's Financial Planner, Co-owner and Director

Interviews, Uncategorized

People behind Co-Navigate: Jamie Bogle

The final interview with our directors is with Jamie Bogle. He is Co-owner of Co-Navigate along with fellow founder Andy Mathers. After lots of experience in finance, he now enjoys the fact he can shape his own destiny as a business owner.…

Lyndsey Stephenson Mortgage Adviser Co-Navigate Newcastle

Latest News, Uncategorized

People behind Co-Navigate: Lyndsey Stephenson

In our last blog, we met Andy Mathers. Now, we introduce our Mortgage & Protection Adviser, Lyndsey, and discover how helping her Dad as a teenager helped her put her foot on the career ladder of financial services... Name Lyndsey…

Andy Mathers Co-Navigate Director and Financial Planner

Latest News, Uncategorized

People behind Co-Navigate: Andy Mathers

As part of a new series, we are introducing the people behind Co-Navigate. You may have already met the Co-Navigate family on our 'Meet the Team' page. But what makes them tick? And how did they move into a career in financial planning? First…

First-time buyer couple in their new home

Latest News, Money Hacks

5 first-time buyer myths

If you are a first-time buyer, you may hear all kinds of ‘facts’ about buying your first home and obtaining a mortgage. But many of these facts are simply not true! Getting your foot on to the property ladder is difficult enough without…

Couple remortgaging for captial to build house extension

Remortgaging to raise capital

Remortgaging is not only something to consider when your current mortgage term is coming to an end (to prevent reverting to Standard Variable Rate), it can also be a very useful way to raise capital. Using equity tied up in your home can…

Why we are planning to launch a project about teaching children about the value of money

Teaching children the value of money

A recent poll carried out by Co-Navigate, a financial planner and financial adviser in Newcastle, found that parents want help teaching children about the value of money.

Couple looking at online house searches

Online house searches return to pre-Covid levels

Last week, online property portal Rightmove reported that new data shows online house searches have returned to pre-Covid-19 levels. Specialist mortgage software firm Twenty7Tec said it saw searches for new mortgages overtaking remortgages…

Couple plan finances for tough times

Latest News, Uncategorized

How to stay ahead with your finances in tough times

As the coronavirus lockdown continues, how are you managing with your finances in these tough times? Many people are facing a few weeks, potentially months, where income may fall due to being furloughed or having their hours/wages cut. At…

We will get through it together

We'll get through it!

We’re in the midst of a Health War. A unique war, with every country in the world united in an effort to beat the same enemy. A silent, invisible, deadly enemy.It’s encouraging that China has curtailed the virus with very few new cases.…

Worried young woman checks mortgage payment

Mortgage Payment Holidays for Clients Impacted by Covid-19

In these unprecedented times, there are a lot of questions around what the Government has announced as ‘mortgage relief for homeowners’, writes Lyndsey. Hopefully, the points below will help offer some clarification of the finer details.…

Retiring early doesn't have to be a dream

Retiring early doesn't have to be a dream

What do you think of when you hear the word ‘retirement’? Is it relaxing on a sun-kissed beach, cruising around the world or buying a holiday home? Whatever your goal for retirement is, you’ll never achieve it if you don’t plan. When…

Coronavirus and the stock market fall

Don't worry about coronavirus and the stock market!

Whether you’re sick of hearing coronavirus (or COVID-19) on the news or trembling with fear and washing your hands 40 times a day, the threat of a global pandemic is very real. What that will mean for us in reality we will only know…

Couple relax after remortgaging with Co-Navigate

Remortgaging explained

Remortgaging is something many homeowners do – but a recent study shows that not enough people who can remortgage take advantage of it. It may be that they are unaware that they can remortgage or don’t know what it is. Or it may be a…

Financial planning makes sense

Planning your finances makes sense

Planning your finances sounds like such a good idea – and that’s because it is. But many people either never get around to it or fear they don’t earn enough to use a financial adviser. But, as the saying goes, failing to plan is planning…

Model of couple saving pensions for future Newcastle pension adviser

Pensions: do you need one?

Pensions. Even the mention of the word sends some people drowsy. But if you think you’ve a good few years to think about putting cash into a pension you may end up missing out later in life. At Co-Navigate we like to hear about your…

Couple celebrate after gaining first time buyer mortgage

First-time buyers: all you need to know

First-time buyers are understandably nervous when it comes to buying their first home. There is so much information out there and there are a lot of steps involved. Your home is the likely to be the most expensive purchase you’ll ever…

Savings and investments: what is the difference?

Using software for financial planning

What is financial planning?

Saltwell Harriers 10k

Cupcake Day Results

Co-Navigate Cupcake Day

The Lifetime ISA. How does it compare to the standard ISA and to pensions?

Tom Hicks interviews Andy Mathers on Ethical Investing

New Website Launched

Welcome to our new website. We hope you like it, but please feel free to comment with any improvements you'd like to see, or email admin@co-navigate.co.uk

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LET US BE YOUR GUIDE…

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FINANCIAL PLANNING

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or an ISA.

Find Out More…

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MORTGAGE ADVICE

Finding the right mortgage is more than just obtaining the best rate, it’s about making sure every element of the mortgage suits your personal circumstances.

Find Out More…

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ETHICAL INVESTING

An area we feel passionate about is offering expert advice in the area of ethical investing, or Socially Responsible Investing (SRI). We place your unique beliefs and values at the core of our planning.

Find Out More…

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