Putting you firmly at the centre of everything we do is core to the Co-Navigate culture and enables us to run a genuinely client-focused business. Our aim is to look after you so well that you feel comfortable to recommend us to your friends, family and colleagues. Ultimately, it’s all about you. How can we work together? 1. By listening to you so we can understand what your finances look like and what you would like to achieve on your financial journey. For some it may be exploring ways of retiring early, for others funding education or perhaps buying your forever home. 2. You decide where you want to go and we aim to get you there on the best possible course, navigating potential pitfalls, but crucially empowering you to make wise decisions with your financial planning. 3. Giving you the opportunity to review your financial affairs regularly ensuring that you stay on course to achieve your objectives.
| Website | http://www.co-navigate.co.uk |
| Revenue | $3.4 million |
| Employees | 9 (6 on RocketReach) |
| Founded | 2015 |
| Phone | +44 191 228 6130 |
| Technologies |
JavaScript
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HTML
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PHP
+17 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Client Success, Consulting, Customer Satisfaction, Relationship Management, Customer Focus, Client Services, Client Relations, Account Management, Management Consulting, Business Solutions, Client Onboarding, Project Management, Strategic Planning, Business Strategy, Change Management, Operations Management, Business Development, Performance Improvement, Process Improvement, Team Building |
| Competitors | Medtronic, Abbott, Dexcom, Insulet Corporation, Beta Bionics, mySugr, Tandem Diabetes Care, Glooko, Zebra Medical Vision Ltd, Fruit Street +30 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Co-Navigate Questions
The Co-Navigate annual revenue was $3.4 million in 2026.
Lyndsey Stephenson is the Director and Mortgage Adviser of Co-Navigate.
6 people are employed at Co-Navigate.
The NAICS codes for Co-Navigate are [523, 52399, 5239, 52].
The SIC codes for Co-Navigate are [62, 628].
Top Co-Navigate Employees
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Lyndsey Stephenson
Director and Mortgage Adviser at Co-Navigate
Newcastle upon Tyne, GB11 -
Jamie Bogle
Financial Planner and Director at Co-Navigate
Newcastle upon Tyne, GB11 -
Andy Mathers
Financial Planning Director at Co-Navigate
Newcastle upon Tyne, GB -
Anna Glasper
Client Services Manager at Co-Navigate
Newcastle upon Tyne, GB1
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