Originally from Northern Ireland, Andy moved to the North East in 1993 to study Economics at Newcastle University and has remained here ever since. Andy co-founded Co-Navigate in 2015 having been a financial adviser since 1998.
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 loved doing for over 20 years.
Andy is passionate about his work in financial services and has developed strong client relationships with medical professionals in particular.
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 and was one of the original co-founders of Co-Navigate in 2015.
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’s specialism is in dealing with business owners and their families, helping them navigate the complex and interrelated nature of personal and business finances. He is passionate about helping clients understand their goals and aspirations, and then working alongside them to ensure that these goals are achieved.
Mortgage & Protection Adviser
Lyndsey joined the team as our Mortgage Specialist in 2015, becoming a director in 2016. 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. A qualified running coach, she is also proud to be the first female chair of her local harriers club.
She prides herself on her extremely high standards of customer service and is relentless in ensuring our clients get the best possible outcome. Buying a house is normally a very stressful time but Lyndsey loves walking clients through the process until everything is complete to try and make it as stress-free as possible.
Financial Planning Support
Dan joined us from a large financial advice firm in early 2022 and is now working towards becoming a Chartered Paraplanner.
He is a passionate football fan and Arsenal supporter, as well as an avid cinema-goer. He loves to visit his family dogs in Scotland and taking them for walks along the Highland trails. As a secret Abba fan, he brings an upbeat presence to our office!
Dan’s role is crucial as he supports our Financial Planners in crafting and executing financial plans to help our clients achieve their goals. On a daily basis, Dan can be found engaged in client meetings, conducting research and handling all the behind the scenes tasks that are essential to the client’s journey.
Financial Planning Support
Brenda started life as an administrator within financial services in 2001 and has since worked for one of the largest and most well-known financial firms in the North-East. She joined Co-Navigate in 2019 in order to have more direct involvement with clients and to set herself a new challenge.
She is married to Philip and has two grown-up daughters and one grandson. She is a keen runner, but also a lover of rock music and real ale and enjoys attending the occasional beer festival. Her hopes for the future are to enjoy life and travel more.
Brenda’s role is to provide the financial planners and their assistants with the administrative support required for us to deliver a first class service to our clients.
Maddy joined us as an apprentice in 2022. With a willingness to learn and an excellent work ethic she has very quickly established herself as a key member of the team.
She lives in Morpeth with her family and 2 dogs, and enjoys taking advantage of her location with walks along the stunning Northumberland coast. Over the weekend she loves catching up with friends and is never averse to a good social occasion!
Completing her A Levels in 2020, Maddy went on to study a degree in healthcare at Northumbria University but realised her ambitions lay further afield. She is currently supporting our mortgage advisers to deliver a quality service to our clients.
Financial Planning Support
Kate has recently joined the team working as a Paraplanner to our Financial Planners. She is currently studying towards her Diploma in Regulated Financial Planning.
When she’s not at work, Kate enjoys taking part in sports such as badminton and netball, but she also enjoys the scenic shores near her home in Tynemouth, where she resides with her partner, Dan, and their canine companion.
Her passion for helping clients is evident in her warm and sociable personality. Her favourite aspect of the job is connecting with clients in person and helping them feel at ease. She describes herself as friendly, organised, and always up for a chat. Inspired by her Auntie, already a successful financial advisor, she aspires to follow in her footsteps and become a financial planner herself in the future.
Could this be you?
If you’re interested in applying for a role with us, please email a full CV and covering letter to firstname.lastname@example.org
LET US BE YOUR GUIDE…
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.
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.
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.