Angeline Maclaren - Financial Adviser

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Angeline Maclaren - Financial Adviser Angeline is a Financial Adviser at Navigation Wealth Management. This is why building such a strong long term relationship with clients is so important to her.

As a Financial Adviser Angeline is passionate about providing the very best bespoke financial planning for her clients. This enables her to give them the peace of mind that their overall wealth is being looked after in the most tax efficient way, all the while ensuring it suits their specific needs. Having been in the financial industry with the same high street bank for 15 years Angeline made the decision to join Navigation Wealth Management in 2019. Angeline helps clients to identify their financial priorities, working closely with them to put a plan in place to help achieve their goals. Angeline provides the initial advice to clients that sets them on their journey to reaching their financial goals, however, it is the ongoing planning and support that she provides to her clients which vitally as important. This ongoing service ensures that clients are kept fully informed and updated on their financial planning journey. Living through a period of such unprecedented change and uncertainty, now more than ever, it is vital clients receive advice to ensure the decisions they are making with their finances are the right ones. How many times do people say... “I wish I had known about that years ago”...

Angeline provides intergenerational financial planning to her clients as this can be a complex area as crucial rules and regulations change. Working alongside clients appointed legal representatives enables Angeline to build and protect family wealth for years to come. Away from her desk Angeline spends her time with family and friends and if she’s not doing some kind of exercise then you will find her taking the dog on his next adventure! Navigation Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

The first content day of the year with Example MarketingExciting to see their new offices and have a fresh space for con...
23/01/2026

The first content day of the year with Example Marketing

Exciting to see their new offices and have a fresh space for content this year.

The next round of Reddit Rambles has been filmed, and some new series to come as well, if you like Dior, this one's for you...

Great start to the year and a lovely way to spend a Thursday!

10/01/2026
Every person in these photos has played a huge part in my marketing journeySpecial shout out to Joe, we started our BNI ...
05/01/2026

Every person in these photos has played a huge part in my marketing journey

Special shout out to Joe, we started our BNI chapter together 5 years ago, we became each others clients and have become great friends and a huge supporter of each others work

From working with Open House Pictures , I met Elliot Ghali at Example Marketing and soon came the rest of the Example team.

I’ve been incredibly lucky to work with people who started as connections and became such a big part of the business story.

Watching this side of the business grow has been a journey in itself and I couldn’t have done it without this team around me.

Dare I even say I enjoy the content days???

14/11/2025

Money conversations aren’t Paul’s favourite thing, and after three years together, he’ll still admit that.

Luckily, he’s brought in some extra support… his mum.

Talking about money isn’t easy for everyone, and that’s completely normal.

Having the right support makes a huge difference, whether that’s a partner, a parent… or a very organised mum who keeps an eye on the bank statements.

If only all financial planning clients came with a built-in PA.
Until then, I’m here to help.

We’ve all had that one purchase we probably shouldn’t have made but still defend to this day.For Paul Smith Comedian, it...
23/10/2025

We’ve all had that one purchase we probably shouldn’t have made but still defend to this day.

For Paul Smith Comedian, it was an £8,000 fur coat.At least it made its way into a film, so I suppose that’s a win 😅

The thing that a lot of people don’t think about is that money decisions aren’t always logical. Sometimes they’re emotional, whether that be, frustration, excitement, pride, and that’s completely normal.

As a financial adviser, I never tell people not to enjoy their money. But I do remind them to understand why they’re spending.

If you can spot the emotion behind a purchase, you can spend your money with intention rather than impulse.

So, what’s your “fur coat” moment?

09/10/2025

I’ll admit it, when Joe first suggested using video in my business, I wasn’t convinced

Fast forward a few years, and I can’t imagine my business without them. Video has helped me connect with clients on a whole new level and really showcase what financial advice is all about.

What started as a working relationship has turned into a friendship, from videographer and client to a real friend.

Working with Open House Pictures has been amazing and I'm so grateful to be able to work with friends, not just alongside them👏

03/10/2025

Is it even a content day with Joe if he doesn’t nearly break something? 😅

Our third content day together was amazing touching on some really exciting projects.

We got some brilliant footage filming with some of my clients, Danny Wood - Financial Adviser & Jake Slack, other financial advisers from Navigation Wealth Management.

We also spent time filming fresh content for the new landing pages on the website.

I love about working with Joe and Open House Pictures it's always fun, and I might even admit that I like making the videos.

Not a bad way to spend a Monday 🎥

02/10/2025

One of the best parts of my job is building long term relationships with clients and working with Paul Smith Comedian has been a brilliant example of that.

Like most creatives, Paul’s world is busy, and full of opportunities that don’t always fit neatly into a spreadsheet. My role is to bring patience, and sometimes a good poker face to make sure the important financial planning still gets done.

What I love about working with people in the creative and entertainment industry is exactly this balance, giving them the freedom to focus on their craft, while I make sure their finances are supported in the background.

That usually means plenty of laughs along the way too 👏

26/09/2025

If there is one ting that Paul Smith Comedian has taught me, its that finances never have to derail your fun.

Being Paul's financial adviser has been an eye opener for sure, and its definitely put me through my paces.

Most notably his long list of cars...

Working with Paul has meant helping him enjoy his passions without compromising the bigger picture.

Paul is a massive family man and helping structure finances has meant that their future is as supported as his.

advice

24/09/2025

Feeling so grateful for wonderful clients like Collette Evans from Picture Perfect Studios! 🙌

Colette came to me feeling unsure and a little overwhelmed by debt. Together, we mapped out a clear plan to regain control, now, we are starting to look at pension planning and ways to protect her long term future.

Helping people feel confident and in control of their finances are the reasons that work is so rewarding!

Address

16 Navigation Court , Calder Park
Wakefield
WF27BJ

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