Navigation Wealth strengthens Adviser Support Team

Navigation Wealth’s new appointments (L-R) James Cunningham, Leanne Urquhart and Kate Ingle.

Yorkshire-based financial advisers Navigation Wealth Management has announced three new appointments as part of the firm’s continuing growth.
Kate Ingle, James Cunningham and Leanne Urquhart have all joined the Adviser Support team, which provides individual support to Navigation’s financial advisers as well as acting as an additional point of contact for clients.

Matt Hammond, Chief Executive at Navigation Wealth, based in Beverley and Wakefield, said:

“To ensure we continue to deliver an exceptional client experience we must provide our Financial Advisers and Relationship Managers with the administrative support they need to focus wholly on the client and their needs. Increasing the size of our Adviser Support Team enables a further investment into our people which will fundamentally deliver our client experience and service objective. I’m delighted to announce the appointment of our new team members and look forward to seeing the difference they make in the business.”

Kate Ingle comes to the firm, having previously been a manager in a FTSE 100 leisure and entertainment company. Not only is she bringing her organisational and people management skills to Navigation Wealth, she also has longer term career aspirations to become a financial adviser.

James Cunningham joins the firm after a change in career direction. A former primary school teacher, James will work in the Adviser Support team before progressing through the company’s academy training to become a financial adviser.

Meanwhile, Leanne Urquhart has been promoted internally, having already proven her exceptional work ethic after training and developing the firm’s client experience team members.

Navigation Wealth has seen rapid growth over the last 3 years with its team more than tripling in size. Providing holistic wealth management advice to personal and business clients across the UK, the firm’s success centres on its ability to form lasting relationships with their clients.

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