David Crozier

Hello I'm the Founder of and a Senior Financial Planner at Navigator Financial Planning. I’m based in Warrenpoint, Northern Ireland. Since 2004, our award-winning firm has offered conscientious financial planning and wealth management services, leading us to become one of the first Accredited Financial Planning Firms in the UK. Today, we're proud to be part of the True Wealth Group. My journey as a financial planner began in 1994, and I qualified as a Certified Financial Planner (the first ever in Northern Ireland) in 1999. My dedication to this field stems from my deep-rooted passion: connecting clients' financial goals with their personal values. At Navigator, we specialise in two distinct areas: ✅ Empowering successful entrepreneurs, by managing their wealth, so they can focus on the engine room of their business. ✅ Assisting persons who have experienced serious personal injury or medical negligence to provide a secure structure for their financial awards, ensuring long-term stability. Here is how we work to help you: - Implementing a bespoke wealth-management process, ensuring your resources are aligned with your personal financial goals. - The heart of my work is collaborating with clients who are passionate about making a difference. If you are someone who wants your wealth to reflect your values and have a positive impact on the world, we are the right partners for you. - Coordinating with other professional advisors to create a comprehensive, values-led financial plan specifically tailored for you. Outside of the 'day job', my interests include sailing, fishing, reading a variety of books, and volunteer work. Above all, I treasure quality time spent with family. If your aim is to ensure your investments align with your personal values and contribute positively to the world, let's discuss how we can make that happen together.