Navigator Financial Planning Limited

Companies House
NI048574
Last scraped
21 hours ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1st Floor Avenue House
    42-44 Rosemary Street
    Belfast
    Northern Ireland
    BT1 1QE
    UNITED KINGDOM
    Phone
    +442830851199
  • Complaints Contact

    Succession Wealth Ltd
    The Apex
    Derriford Business Park
    Plymouth
    PL6 5FL
    UNITED KINGDOM
    Phone
    +4401752968500

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Andrew John McColl

    IRN AXM00755

    • (74)CF30 Customer (11 May 2021 to 1 Jul 2025)
    • (75)Appointed representative dealing with clients for which they require qualification (16 Apr 2021 to 1 Jul 2025)
    • (77)[FCA CF] Functions requiring qualifications (16 Apr 2021 to 1 Jul 2025)
    • (76)[FCA CF] Client dealing (16 Apr 2021 to 1 Jul 2025)
  • Andrew Peter Brumby

    IRN APB00063

    • (12)Appointed representative dealing with clients for which they require qualification (1 Sep 2021 to 1 Jul 2025)
    • (13)[FCA CF] Client dealing (1 Sep 2021 to 1 Jul 2025)
    • (14)[FCA CF] Functions requiring qualifications (1 Sep 2021 to 1 Jul 2025)
    • (11)CF30 Customer (19 Aug 2021 to 1 Jul 2025)
  • Arun Gupta

    IRN AXG00066

    • (52)CF30 Customer (12 May 2021 to 16 Aug 2022)
  • Benjamin Matthew Lloyd

    IRN BMB00007

    • (31)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (32)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (33)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (30)CF30 Customer (21 Jan 2019 to 1 Jul 2025)
  • Catherine Laura Greeves

    IRN CLG00001

    • (84)CF30 Customer (8 Apr 2013 to 15 Apr 2013)
  • Colin William Watson

    IRN CWW00007

    • (70)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (72)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (73)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (71)CF1 Director (AR) (1 May 2018 to 20 Apr 2021)
    • (69)CF30 Customer (1 May 2018 to 1 Jul 2025)
  • Dale Ralph Kirkpatrick

    IRN DRK01058

    • (79)CF1 Director (AR) (28 Aug 2015 to 2 Nov 2017)
    • (78)CF30 Customer (2 Jun 2014 to 7 Aug 2020)
  • Daniel Thomas Bird

    IRN DTB01048

    • (27)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (28)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (29)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (26)CF30 Customer (11 Feb 2019 to 1 Jul 2025)
  • David Crozier

    IRN DXC00183

    • (51)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (47)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (42)SMF16 Compliance Oversight (9 Dec 2019 to 6 Jan 2020)
    • (43)SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • (49)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (41)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 6 Jan 2020)
    • (39)Responsible for Insurance Distribution (1 Oct 2018 to 6 Jan 2020)
    • (48)CF1 Director (AR) (4 Sep 2015 to 23 Apr 2021)
    • (40)Responsible for Insurance Mediation (2 Jan 2013 to 30 Sep 2018)
    • (44)CF30 Customer (2 Jan 2013 to 1 Jul 2025)
    • (45)CF11 Money Laundering Reporting (2 Jan 2013 to 8 Dec 2019)
    • (50)CF1 Director (2 Jan 2013 to 8 Dec 2019)
    • (46)CF10 Compliance Oversight (2 Jan 2013 to 8 Dec 2019)
  • Emma Louise Doherty

    IRN EXD00202

    • (60)[FCA CF] Functions requiring qualifications (16 Aug 2023 to 1 Jun 2024)
    • (59)[FCA CF] Client dealing (16 Aug 2023 to 1 Jun 2024)
    • (58)Appointed representative dealing with clients for which they require qualification (26 Jun 2023 to 1 Jun 2024)
    • (57)CF30 Customer (26 Jun 2023 to 19 Jun 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (19)SMF1 Chief Executive

  2. controlled function added: (18)SMF3 Executive Director

  3. controlled function added: (17)SMF16 Compliance Oversight

  4. controlled function added: (16)Responsible for Insurance Distribution

  5. controlled function added: (15)Responsibility for MCD Intermediation

  6. controlled function added: (14)[FCA CF] Functions requiring qualifications

  7. controlled function added: (13)[FCA CF] Client dealing

  8. controlled function added: (12)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (11)CF30 Customer

  10. controlled function added: (10)[FCA CF] Functions requiring qualifications