A Yorkshire firm of financial advisers, which has seen rapid growth over the last three years, has appointed a new Client Relationship Manager.
Paul Scott joins Navigation Wealth Management after 15 years in the Premier Relationship team at Barclays Bank. He has over 25 years’ experience in the financial sector, having worked for some of the UK’s biggest financial companies. He comes with a wealth of knowledge in the Banking and Financial services industry and is highly skilled in relationship management.
Matt Hammond, Chief Executive at Navigation Wealth, which has offices in Wakefield and Beverley, said:
“We are delighted to welcome Paul to the team. He has a real passion for delivering outstanding levels of service by understanding and supporting individual ambitions. He will undoubtedly be a big asset not only to Navigation Wealth, but also to our clients and key stakeholders. As well as supporting them personally, he will be working alongside our team of financial advisers to provide additional business development services.”
Navigation Wealth provides holistic wealth management advice to personal and business clients across the UK. During the last three years its team of financial advisers has increased from 6 to 20. Meanwhile, its administrative team has doubled in size. They put their success down to their ability to form lasting relationships. Working closely with clients of all ages and backgrounds, they create a detailed financial plan which provides them with the confidence to make informed decisions and to feel in control of their finances, as well as giving peace of mind and security for the future.
Paul Scott, new Client Relationship Manager, said:
“This is an exciting new chapter for me in my career and I’m thrilled to join such an aspirational firm. My core values for service align perfectly with the ethos here at Navigation Wealth. There’s a real emphasis on nurturing relationships and putting people first. That includes relationships with our clients and the Navigation Wealth team – and I am really looking forward to meeting and getting to know all our clients, both existing and new.”
Paul will be able to provide introductions to personal, corporate and specialist investment services, legal services, tax planning and accountancy services, commercial and retail insurance specialists and personal and corporate lending providers.
For more information about Navigation Wealth Management, please visit www.navigationwm.co.uk. You can also call us on Wakefield 01924 229210 or Beverley 01482 379504.