Yorkshire accountancy firm announces partnership with wealth management firm

360 Chartered Accountants has announced its new partnership with a Beverley and Wakefield based wealth management firm.

Navigation Wealth Management provides holistic wealth management advice to both personal and business clients based across the UK. 360 say it’s a perfect match, with both firms having a strong track record of putting clients at the heart of everything they do.

Adrian Hunter, MD at 360, said: “This is yet another major step forward for 360 as we develop our business during 2022. We have been extremely impressed with their professionalism and expertise.

“The synergies between the two businesses are also extremely apparent. It is an exciting time for us as a business and we very much look forward to working closely with the team at Navigation Wealth Management in the future, ensuring a continued excellence in service to our clients.”

Navigation Wealth work with clients of all ages and from all different backgrounds as well as helping businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees/shareholders, tax planning and exit planning.

Matt Hammond, CEO of Navigation Wealth, said: “We are delighted to be working closely with 360. It became clear from our early meetings that both companies have very similar ethics, values and outlooks, specifically placing the client experience at the centre of their thoughts and actions.

“Partnering the two organisations together will only enhance the service that clients will receive in relation to all matters financial.”

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