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. 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 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.
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 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 advises across all areas of financial planning with a particular specialism in dealing 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 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 loves running in competitions and is a member 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.
Dan
Financial Planning Assistant
Dan originally joined us on an apprenticeship scheme having left 6th form in his home town of Berwick upon Tweed with 3 A-Levels. Originally responsible for assisting the mortgage team, Dan was promoted to his current role in 2019.
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’s role is to assist the financial planners and liaise with clients to ensure they receive a first class service. He is currently studying towards his Diploma in Financial Planning.
Brenda
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. 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.
Fiona
Mortgage & Protection Assistant
Fiona joined us in 2019 with a background in customer service and having graduated with a degree in Town Planning.
She is a keen volleyball player and also enjoys yoga and going to the cinema with her partner Sean.
Fiona is responsible for supporting our mortgage advisers and clients by liaising with solicitors, insurance companies and mortgage lenders. She hopes to continue her development into a mortgage adviser role in the future.
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.
