Growth Network Member, Newry
David Crozier
Exit Partner|The Pathfinders
About David Crozier
David Crozier is an Exit Partner at The Pathfinders and the founder of Navigator Financial Planning — one of the UK's first Accredited Financial Planning firms.
Over more than 30 years, he has championed financial planning as a force for good — building a values-driven advice business rooted in clarity, purpose and integrity, before successfully selling it to Succession Wealth.
Now, David helps other financial planning firm owners exit well and leave a meaningful legacy — bringing hard-won perspective from the other side of the table as someone who has built, led and sold a values-driven firm himself.
A pioneer of responsible investing, David was Northern Ireland's first Certified Financial Planner and continues to inspire others across the profession to align money with meaning.
How David Helps Firm Owners
- Exit Planning: Guiding financial planning firm owners through exits that are financially sound, personally fulfilling and true to their values.
- Legacy & Succession: Helping founders leave a meaningful legacy — for their clients, their teams and themselves.
- Values-Driven Advice: Clarity, purpose and integrity at the heart of every client relationship and every big decision.
- Responsible Investing: A pioneer of aligning money with meaning — helping others invest in ways that reflect their values.
- Financial Planning Leadership: 30+ years shaping the profession, with deep experience building and running an Accredited Financial Planning firm.
- Mentorship & Wisdom: A trusted voice for advisers and founders navigating ownership, growth and exit with heart and honesty.
The Pathfinders
At The Pathfinders, David works with firm owners who want to exit their businesses well — with the right financial outcome, the right home for their clients and team, and a strong sense of what comes next for themselves.
The approach is honest, personal and unhurried: understand the founder, understand the firm, and help shape an exit journey that feels like a proper next chapter — not just a transaction.
David in The Growth Network
David is a Growth Network member in Newry and one of the most respected voices in UK financial planning inside the community. Members turn to him when they want to think clearly about ownership, exit and legacy — not just the numbers, but what a business is really for.
His thoughtful, relationship-first approach and quiet generosity are exactly the kind of trusted guidance the community is built around.
Why Connect with David
- Built, led and sold a UK Accredited Financial Planning firm — he has done the exit himself.
- 30+ years of financial planning experience and one of the UK's respected voices in the profession.
- Northern Ireland's first Certified Financial Planner (CFP) and a pioneer of responsible investing.
- Values-driven, legacy-minded guidance for firm owners thinking about their next chapter.
- Warrenpoint-based Growth Network member with a warm, generous and quietly tenacious style.
Key facts
Key Facts at a Glance
A quick-reference summary of David Crozier — Exit Partner at The Pathfinders and Growth Network Newry member.
- Role
- Exit Partner — The Pathfinders
- Based in
- Warrenpoint, Northern Ireland
- Active across
- Northern Ireland, Ireland & the UK
- Experience
- 30+ years in financial planning
- Founder of
- Navigator Financial Planning — one of the UK's first Accredited Financial Planning firms (sold to Succession Wealth)
- Credentials
- Certified Financial Planner (CFP) — Northern Ireland's first CFP
- Specialism
- Exit planning, values-driven advice & responsible investing
- Community
- Growth Network — Newry
Links & Connect
Get in touch with David
No pressure and no pitch. Reach out directly, or ask us for a warm introduction through The Growth Network.
- Company
- The Pathfinders
- Website
- thepathfinders.co.uk
- View profile
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