This firm is no longer authorised by the FCA.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
Navigator Financial Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
1st Floor Avenue House42-44 Rosemary StreetBelfastNorthern IrelandBT1 1QEUNITED KINGDOM- Phone
- +442830851199
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Complaints Contact
Succession Wealth LtdThe ApexDerriford Business ParkPlymouthPL6 5FLUNITED KINGDOM- Phone
- +4401752968500
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Gavin David Johnson
IRN GDJ00011
- (35)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
- (37)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
- (38)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
- (36)CF1 Director (AR) (13 Dec 2018 to 1 Jul 2025)
- (34)CF30 Customer (20 Nov 2017 to 1 Jul 2025)
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James Neil Linton
IRN JNL00010
- (4)CF30 Customer (28 Jan 2022 to 1 Jul 2025)
- (5)Appointed representative dealing with clients for which they require qualification (3 Jan 2022 to 1 Jul 2025)
- (6)[FCA CF] Client dealing (3 Jan 2022 to 1 Jul 2025)
- (7)[FCA CF] Functions requiring qualifications (3 Jan 2022 to 1 Jul 2025)
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Jamie Ethan Hall
IRN JXH01222
- (53)CF30 Customer (19 Nov 2023 to 1 Jul 2025)
- (54)Appointed representative dealing with clients for which they require qualification (19 Nov 2023 to 1 Jul 2025)
- (55)[FCA CF] Client dealing (19 Nov 2023 to 1 Jul 2025)
- (56)[FCA CF] Functions requiring qualifications (19 Nov 2023 to 1 Jul 2025)
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Jodie Maria Clarke
IRN JXC01349
- (81)CF30 Customer (11 Mar 2024 to 29 Apr 2024)
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John Baxter
IRN JXB00204
- (15)Responsibility for MCD Intermediation (18 Dec 2020 to 22 Dec 2025)
- (17)SMF16 Compliance Oversight (2 Apr 2020 to 8 Aug 2025)
- (19)SMF1 Chief Executive (2 Apr 2020 to 1 Jul 2025)
- (16)Responsible for Insurance Distribution (2 Apr 2020 to 22 Dec 2025)
- (24)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
- (18)SMF3 Executive Director (9 Dec 2019 to 1 Jul 2025)
- (21)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
- (23)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
- (25)CF1 Director (15 Nov 2017 to 8 Dec 2019)
- (22)CF1 Director (AR) (4 Nov 2015 to 1 Jul 2025)
- (20)CF30 Customer (4 Nov 2015 to 1 Jul 2025)
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John Eugene Sloan
IRN JES01175
- (80)CF30 Customer (2 Mar 2016 to 23 Sep 2020)
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Jonathan Franks
IRN JXF00515
- (64)[FCA CF] Functions requiring qualifications (16 Aug 2023 to 1 Jul 2025)
- (63)[FCA CF] Client dealing (16 Aug 2023 to 1 Jul 2025)
- (62)Appointed representative dealing with clients for which they require qualification (27 Jun 2023 to 1 Jul 2025)
- (61)CF30 Customer (27 Jun 2023 to 1 Jul 2025)
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Niamh Tremere
IRN NXT00157
- (1)Appointed representative dealing with clients for which they require qualification (15 Aug 2022 to 29 Apr 2024)
- (3)[FCA CF] Functions requiring qualifications (15 Aug 2022 to 29 Apr 2024)
- (2)[FCA CF] Client dealing (15 Aug 2022 to 29 Apr 2024)
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Patricia Ann Newell
IRN PAN01086
- (82)[FCA CF] Client dealing (1 Sep 2020 to 3 Nov 2021)
- (83)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 3 Nov 2021)
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Ryan Edward Crozier
IRN RXC08492
- (8)Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 1 Jul 2025)
- (9)[FCA CF] Client dealing (1 Sep 2020 to 1 Jul 2025)
- (10)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 1 Jul 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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TAG Financial Planning Limited (no longer appointed)
FRN 827617 · Appointed 3 Dec 2018 · Until 8 Apr 2026
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Cutter & Co Financial Planning Ltd (no longer appointed)
FRN 805876 · Appointed 6 Apr 2018 · Until 8 Apr 2026
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True Wealth Management Limited (no longer appointed)
FRN 593156 · Appointed 26 Oct 2015 · Until 8 Apr 2026
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Destination Financial Planning Limited (no longer appointed)
FRN 705459 · Appointed 4 Jun 2015 · Until 8 Apr 2026
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (89)SMF3 Executive Director
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controlled function added: (88)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (87)SMF16 Compliance Oversight
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controlled function added: (86)Responsible for Insurance Distribution
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controlled function added: (85)Responsibility for MCD Intermediation
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controlled function added: (84)CF30 Customer
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controlled function added: (83)[FCA CF] Functions requiring qualifications
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controlled function added: (82)[FCA CF] Client dealing
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controlled function added: (81)CF30 Customer
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controlled function added: (80)CF30 Customer