Navigatus

What Navigatus does

Navigatus is a UK-based outsourced paraplanning firm that provides suitability report writing, platform and product provider due diligence, process review and design, and bespoke consultancy to small and mid-sized financial advice firms. Founded in 2017 by Aleks Sasin and headquartered in Salisbury, the company operates a remote-first team of approximately 12 crew members, including the founder, a paraplanning manager, senior paraplanners, paraplanners, assistant paraplanners, business support, and financial administrators, with three apprentices in training as of 2026. The service is intentionally selective and bespoke: Navigatus works with a small number of UK advice firms on long-term relationships rather than ad-hoc volume, learning each firm's branding and processes before taking on work.

The core technology is human expertise rather than a proprietary platform, with the team holding the highest UK paraplanning qualifications (Chartered Financial Planner, Advanced Diploma in Financial Planning, Pension Transfer Specialist). The company has no API, no integrations, and no disclosed software product. Service quality is reinforced by Cyber Essentials Plus certification achieved in April 2025, eight years of industry awards, and active thought leadership through The Paraplanner Club, NextGen Planners, Paraplanners' Assembly webinars, and a company blog.

The business model combines three revenue streams: a £250 plus VAT monthly retainer that acts as prepaid credit with unused balances accumulating, fixed fees starting at £450 plus VAT for standard investment reports (e.g., new ISA/GIA) and £725 plus VAT for more complex cases (e.g., pension consolidation reviews), and hourly rates for bespoke or complex project work. Customers are small UK financial planning firms, sole-trader advisers, and firms with existing in-house paraplanners needing overflow or specialist support. The company is founder-owned, bootstrapped, privately held, and not FCA-regulated, with no external funding, parent company, or acquisition activity disclosed.

Name

Navigatus

Legal name

Navigatus Limited

Website

https://navigatus.co.uk

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Navigatus is a UK outsourced paraplanning firm, founded 2017 and based in Salisbury, that provides bespoke suitability report writing, due diligence, process review, and consultancy to small financial advice firms nationwide via a remote team of ~12.

Ownership category

akta.pro rank

Product category

Paraplanning Services

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Outsourced paraplanning services
• Suitability report writing
• Financial planning support
• Paraplanning consultancy
• Platform due diligence

Headquarters

HQ city

Salisbury

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Monthly Retainer: All clients are charged a retainer of £250 plus VAT per month. This retainer acts as a credit prepayment for that month, and any unused credit can accumulate to be used against future cases. This ensures capacity is maintained for the client and builds productive, lasting relationships.
2. Fixed Fee Services: Most services are charged on a fixed fee basis, confirmed after initial case review. Fees are based on hourly rates, considering time to produce each piece of work and complexity of the task. Examples: New ISA/GIA with platform: £450 plus VAT; pension consolidation review: £725 plus VAT.
3. Hourly Rate Services: For more bespoke or complex project work, Navigatus charges an hourly rate. Fixed fees are derived from these hourly rates.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Navigatus provides outsourced paraplanning services to financial planning firms, writing bespoke suitability reports, conducting due diligence on investment platforms and product providers, reviewing and designing firm processes, and delivering tailored consultancy and project work. Services are priced via a £250 plus VAT monthly retainer (acting as prepaid credit) with fixed fees confirmed after case review, and hourly rates for bespoke projects. The firm works with a select number of UK financial advisers on a long-term retained basis rather than ad-hoc volume work.

Product overview

Navigatus is an outsourced paraplanning service for financial planners, offering a suite of services including suitability report writing, platform due diligence, process review and design, and bespoke consultancy. The core offering is built around bespoke report writing supplemented by advisory support. Services are delivered through a monthly retainer model (£250 plus VAT) with fixed fees based on case complexity. Founded in 2017, the company provides paraplanning support exclusively to financial advice firms, functioning as an extension of in-house teams rather than a self-service software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Paraplanning Service Bespoke outsourced paraplanning service for UK financial planners, encompassing suitability report writing, platform and product provider due diligence, and process review, delivered by a Chartered paraplanning team on a long-term retainer basis.
• Consultancy and Bespoke Project Work Customised consultancy and project work for financial advisers, covering technical queries, second opinions, document reviews, and process design, priced on hourly rates or fixed fees per project.

Quantifiable outcome

• Turnaround time of 5–10 working days for standard work
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Simply Paraplanning: UK outsourced paraplanning boutique supporting financial advisers with suitability reports and ad-hoc technical work. Directly competes for the same small-IFA client segment.
• Darling Paraplanning: UK outsourced paraplanning service supporting financial advisers with suitability reports and technical paraplanning work. Directly comparable as a small specialist competitor in the UK outsourced paraplanning category.
• Para-Sols: UK outsourced paraplanning firm offering report writing and technical support to financial advisers. Direct competitor for the same small-IFA segment with similar boutique positioning.
• Tailored Paraplanning: UK outsourced paraplanning firm offering bespoke report writing and technical support to financial planners. Closely comparable service model and target customer profile.
• SIFA (Specialist Paraplanning Services): UK outsourced paraplanning provider serving the IFA market. Comparable in offering paraplanning capacity to advisers, overlapping in customer base.
• Paraplanning Solutions: UK-based outsourced paraplanning provider serving financial advisers with report writing, research, and compliance support. Closely comparable business model and customer segment to Navigatus.
• Liberty Paraplanning: UK outsourced paraplanning firm offering suitability report writing and support to financial advisers. Directly comparable as a boutique B2B paraplanning service provider targeting the same UK IFA/RIA market with a similar bespoke approach.
• The Outsourced Paraplanner: UK-based outsourced paraplanning firm providing report writing and technical support to IFAs. Same business model, same customer base, and similar size profile to Navigatus.

Others

• 37signals (Basecamp): Software vendor whose product (Basecamp/Launchpad) Navigatus uses for client login. Not a competitor; included because the underlying paraplanning workflow is delivered through this platform.
• Professional Paraplanner: UK media and community platform for the paraplanning profession, which runs the Professional Paraplanner Awards. Adjacent rather than competitive — Navigatus depends on it for visibility and award recognition but it is not a peer service provider.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Navigatus1

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Navigatus