Andy
Financial Planner
Originally from Northern Ireland, Andy moved to the North East in 1993 to study Economics at Newcastle University and has remained here ever since.
Married to Charlie, who works as a doctor, they have three daughters. Andy’s faith is very important to him and he is an active member of Jesmond Parish Church, where he is involved in a number of youth groups which is something he has done for nearly 20 years.
Andy is passionate about his work in financial services and has developed strong client relationships with medical professionals in particular. As an advocate of ethical investments, he has developed an expertise in designing bespoke ethical portfolios tailored to his client’s personal views and beliefs.
Never without a smile, he just loves talking about finances.
Jamie
Financial Planner
Born and bred in Newcastle upon Tyne, Jamie studied law in Leicester before moving to London where he worked for HMRC. He returned to Newcastle to start working as a financial adviser in 2002.
He is married to Kathryn and together they have three young daughters who take up most of his time. He loves exploring new places with them, and they often travel around the UK and beyond.
Jamie advises across all areas of financial planning and is the practice specialist when working with business owners. He is passionate about helping clients understand their goals and aspirations, and then working alongside them as a financial coach to ensure that these goals are achieved.
Lyndsey
Mortgage & Protection Adviser
Lyndsey joined the team as our Mortgage Specialist in 2015. She has been a mortgage adviser since 2004 after graduating from Newcastle University.
Married to Graham, they have a young daughter and both love keeping fit. If she’s not out running a triathlon herself she will be supporting her husband in his quest to do as many ironman competitions as is humanly possible.
She prides herself on her extremely high standards of customer service, and is relentless in chasing lenders and providers to ensure our clients get the best possible solution.
Joanne
Client Support
Joanne joined us with a wealth of experience in financial administration and client support.
Married to Simon they have one daughter, Grace. Originally from ‘The South’, Jo moved up to the North East in 2008. She likes to travel and has had adventures in Australia, New Zealand & Thailand. In her spare time she loves swimming, photography and camping.
She is genuinely passionate about ensuring things run smoothly within our business, and is building on our current foundations to improve the service we can offer our clients.
Jo’s other passion is cooking and she is exceedingly good at making cakes.
Dan
Client Support
Dan originally joined us on an apprenticeship scheme having left 6th form in his home town of Berwick upon Tweed with 3 A-Levels.
He is a keen sportsman, having represented Berwick in junior tennis and now playing regularly for Jesmond Tennis Club. It is golf however which is his main passion, playing three times a week when time allows.
Dan is responsible for supporting Lyndsey by liaising with mortgage lenders, solicitors and accountants to ensure our clients get a 1st class service.
Richard
Mortgage & Protection Adviser
Our newest team member, Richard originally joined us as a trainee having previously worked for Sunderland Association Football Club. He very quickly earned his mortgage advice qualifications and is already a valuable member of the team.
He is married to Layla and is a keen amateur rugby player. He loves the fact that his Saturdays are no longer taken up with work and has wasted no time in joining Sunderland RFC.
Having made the bold decision that he wanted a career change, Richard has brought with him enthusiasm and dedication to his new profession, as well as competition for Andy as Co-Navigate’s most smiley person!
LET US BE YOUR GUIDE…
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.
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.
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.
