Jamie Bogle

Jamie Bogle Email and Phone Number

Financial Planner and Director @ Co-Navigate Limited
Newcastle upon Tyne, GB
Jamie Bogle's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Jamie Bogle's Contact Details

Jamie Bogle personal email

n/a
About Jamie Bogle

I help business owners and senior execs gain clarity and control over their personal finances through goal based financial planning.Financial Planning is an ongoing process to help you make sensible decisions about money that can help you through life’s transitions; it's not just about pensions, investments or insurance products (they are merely some of the tools you can use to help you).What we do for you:By discussing the things that are most important to you we try and find ways that you can do more of what you love, whether that's now or at some point in the future. By allowing your goals to be planned for financially, you are infinitely more likely to achieve them.And of course, we also do the things you'd expect us to do as independent advisers, such as ensuring your finances are simplified and used in a tax-efficient way.A consultation meeting is entirely at our own expense so get in touch to find out more. It could be the best decision you've ever made, and you've got nothing to lose.

Jamie Bogle's Current Company Details
Co-Navigate Limited

Co-Navigate Limited

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Financial Planner and Director
Newcastle upon Tyne, GB
Employees:
4
Jamie Bogle Work Experience Details
  • Co-Navigate Limited
    Financial Planner And Director
    Co-Navigate Limited
    Newcastle Upon Tyne, Gb
  • Co-Navigate Limited
    Financial Planner & Director
    Co-Navigate Limited Jun 2015 - Present
    Newcastle Upon Tyne, United Kingdom
    Co-founder, independent financial planner and advocate of lifestyle financial planning. Using state of the art forecasting tools, patience and understanding, we help create meaningful financial plans for our clients.

Jamie Bogle Skills

Pensions Wealth Management Retirement Planning Financial Advisory Financial Planning Investments Protection Inheritance Tax Planning Financial Planners Income Protection Retirement Mortgage Savings Wealth Management Services Wealth Insurance Holistic Financial Planning Finance High Net Worth Individuals Financial Services Personal Financial Planning Equity Release Critical Illness Estate Planning Investment Advisory Financial Advice Unit Trusts Personal Finance Sipp Life Insurance Trusts Portfolio Management Employee Benefits Annuities Tax Retirement Income Strategies Long Term Care Investment Strategies Term Life Insurance Residential Mortgages Retirement Solutions Cash Flow Forecasting Wealth Accumulation Asset Allocation Small Business Asset Management Business Planning

Frequently Asked Questions about Jamie Bogle

What company does Jamie Bogle work for?

Jamie Bogle works for Co-Navigate Limited

What is Jamie Bogle's role at the current company?

Jamie Bogle's current role is Financial Planner and Director.

What is Jamie Bogle's email address?

Jamie Bogle's email address is ja****@****lan.com

What skills is Jamie Bogle known for?

Jamie Bogle has skills like Pensions, Wealth Management, Retirement Planning, Financial Advisory, Financial Planning, Investments, Protection, Inheritance Tax Planning, Financial Planners, Income Protection, Retirement, Mortgage.

Who are Jamie Bogle's colleagues?

Jamie Bogle's colleagues are Lyndsey Stephenson.

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