David Crozier
contact adviser

Navigator Financial Planning

5.0 out of 5

(1)


  

David's Average Client

Savings
£200-300k
Been a Client For
8 Years
Age
53
Showing > See all reviews

Client Reviews (19)

First Impressions (1)

  • Advice
    Service
    Value

    5.0

    David assesses my personal circumstances and advises on strategies to best meet my requirements.

    Robert, Antrim

    IFA Reply:

    Hi Robert

    Many thanks for taking the time to post a review. I hope you're both well. Speak soon.

    dc

  • Advice
    Service
    Value

    5.0

    Goes into the detail of your present financial position and sets out proposals to make best use of available funds. Seems to keep on top of constantly changing global financial position and advises against panic decisions.

    What could your adviser do better?
    Not sure I can make any comment in this box, I have complete confidence in every aspect of his dealing with our business.

    David, Down

  • Advice
    Service
    Value

    5.0

    David and colleagues are reliable and provide good sound financial advice for the last 9 years. He has a good understanding of micro- and macro-economic and has a pragmatic approach towards diversifying risk and investment portfolio. I would highly recommend David to look after your financial matters.

    Jack, Antrim

  • Advice
    Service
    Value

    5.0

    David fully understands our financial situation and our objectives. His advice has been consistently excellent and this has resulted in financial outcomes beyond our expectations. He always goes the extra mile, and can explain complex transactions in plain language. We have recommended him with confidence and will continue to do so.

    Maeve, Down

  • Advice
    Service
    Value

    5.0

    As I have an acquired brain injury he takes time to explain processes and the reason behind any changes or decisions he has made.

    What could your adviser do better?
    Cannot think of anything at this present stage.

    Allan, Down

  • Advice
    Service
    Value

    5.0

    David has been looking after our personal financial affairs for over 10 years. He is very knowledgeable, offers honest advice and is completely trustworthy. For us, he has removed the burden of looking after our own financial matters, and is always on hand with prompt advice and professional guidance when required. He takes time to learn our investment objectives and adapts our portfolio accordingly. His colleagues in Navigator Financial Planning offer great support, and are always willing to help. Many thanks to all!

    Robin, Armagh

  • Advice
    Service
    Value

    5.0

    Very thoughtful and individual service. David understands what is important to us and tailors his advice to help us meet our goals. Has given us confidence that our money is working for us.

    Maggie, Outside UK

  • Advice
    Service
    Value

    5.0

    Communication, never a problem to get to speak to someone and were applicable follow up is quick and efficient.
    Portfolios are clearly presented and explained.
    My needs, interests and concerns are the focus.
    David is easy to talk to and not afraid to give advice and point me in the right direction.

    What could your adviser do better?
    Occasionally the amount of paperwork and detail is a bit overwhelming for me.

    Elizabeth, Armagh, Pharmacist

  • Advice
    Service
    Value

    5.0

    I have been with Navigator Financial Planning for 8 years and have been very pleased with the service they provide. I have always been offered good investment advice and their Their Shipping Forecast emails are a great source of information and views. I have found the employees I have had dealings with over time to be courteous, helpful and informative. I would thoroughly this Firm.

    Anne, Down

  • Advice
    Service
    Value

    4.3

    This adviser is prepared to get involved in the nitty gritty of the financial issues that preoccupy us as his clients. He emphasises the importance of prudent money management generally of which his services are one part. He takes a long term methodical approach to investment, stressing that there is no magic wand but that patience and consistency will bring the best returns. He is responsive to questions and provides helpful explanatory illustrations. He also sends informative emails to all his clients in which he discusses issues that crop up in the financial press. While he is based some distance away from us we would not think of changing adviser.

    What could your adviser do better?
    My wife and I are quite satisfied. Mr. Crozier has explained the charges to us, which seem to be reasonable. We have not checked those charges against other advisers as we have not the time to do so or the interest in doing so. We are happy that we are getting a good deal.

    stephen, Antrim, Solicitor

  • Advice
    Service
    Value

    5.0

    excellent in all the fields of financial planning that are ticked above

    What could your adviser do better?
    not a lot as he is very thorough in what he acheives

    Tom, Armagh

  • Advice
    Service
    Value

    5.0

    i have little knowledge of investments and planning but david takes the time to break things down and explain everything!! he also provides documents, drawings and graphs to help show the workings!!

    richard, Antrim

  • Advice
    Service
    Value

    5.0

    David has always conducted my business with my best interests at heart and dosn't make rash promises as to the future he will always tell you what he thinks is best for you and not just what you want to hear. If you have any problems he will deal with them promptly.

    J. Philip Crozier, Stirlingshire

  • Advice
    Service
    Value

    5.0

    David provides a professional service which is not limited to the services he offers. He has advised/ helped me on business matters in my company. We meet formally twice a year but have more regular telephone contact. We adjust the investments to reflect my attitude to risk where necessary. He doesn't profess to be an expert on everything but has reliable contacts which I have access to. David is not the cheapest but I consider his fees very good value for money. Both my sons have become clients of David during the past year.

    Michael, Armagh, Company Director

  • Advice
    Service
    Value

    5.0

    Communicates well. Advises and delivers beyond expectations.

    Johnston, Tyrone

  • Advice
    Service
    Value

    5.0

    David is honest and completely focused on our requirements now and for the future. He has advised and assisted us to develop a bespoke plan to help us achieve our aspirations. He does not confuse us with jargon, rather he goes the extra mile to make complex information understandable. What has particularly impressed us is how knowledgeable he is and how he uses current knowledge to make sure our plans are dynamic and respond to changes in the investment world and changes in our lives.

    What could your adviser do better?
    Nothing.
    David has consistently taken on board feedback and ideas from us.

    Ciaran, Antrim, Social Care Consultant

  • Advice
    Service
    Value

    5.0

    David acts with openness, honesty and integrity at every turn. Very relaxed and open manner and attitude bit is still not afraid to tell it how it is. I very much appreciate David's personal touch in all my dealings with him to date. All in all, could not recommend David highly enough, David Crozier ? Job done !

    Phil, Antrim, Senior instructor

  • Advice
    Service
    Value

    5.0

    David has provided expert advice on investments over a number of years. We meet every 6 months to assess the performance of the investment, review risks and make adjustments where necessary. David is very supportive especially when the markets are in free fall and really helps to 'steady the nerves'. Without his encouragement and assistance I would not have been able to effect the purchase of the company I had been managing for 20 years. He also sourced specialist tax advice to make the transaction as painless and seamless as possible. Both my sons who are in the business have recently become clients of David. I have now built a substantial retirement fund which more than justifies the cost.

    Michael, Down

  • Advice
    Service
    Value

    5.0

    One of the main reasons I would voucher for David is because he has given me sound advice over the past few years. On occasions he has gone over and above what was required of him getting me information from other parties. All predictions and recommendations have been successful. Without the level of advice and expertise I feel this may not have been possible, therefore justifying David's charges.

    Allan, Down, Disabled

  • First Impressions from VouchedFor users who contacted David

  • Initial Rating


    Response to initial contact prompt and courteous. No business done as yet. Hope to have further discussions in the near future.

    Gertrude

      
  • David's Clients

    Savings Average = £200-300k

    £20-50k
    £50-100k
    £100-200k
    £200-300k
    £300-500k
    £500k-1m
  • Clients' Financial Expertise

    High
    Average
    Low
  • Age

    Average = 53

    <30
    30-40
    40-50
    50-60
    60-70
    70+
  • Occupation

    Executive
    Professional
    Business Owner
    Not employed
    Retired
    Other
  • Time as a Client (Yrs)

    Average = 9 Yrs

    3-5
    5-10
    10+
Disclaimer: Navigator Financial Planning Ltd is authorised and regulated by the Financial Services Authority, FSA register number 587001


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