UK-based 360 Chartered Accountants has teamed up with St James’s Place partner firm Navigation Wealth Management.
Beverley and Wakefield-based Navigation WM provides wealth management advice to both personal and business clients based across Britain.
The partnership involves the firms working together to educate both sets of clients on the importance of financial and tax planning as well as specialist planning and wealth management advice.
‘Major step forward’
Adrian Hunter, managing director at 360, which has offices in Hull and York, 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.”
Matt Hammond, chief executive of Navigation Wealth, added: “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 center of their thoughts and actions.
“Partnering the two organizations together will only enhance the service that clients will receive in relation to all matters financial.”
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