Leading Yorkshire financial advisory firm Navigation Wealth Management has announced its acquisition of BRC Wealth Management, as part of its continued growth.
The strategic acquisition adds almost £40 million Funds Under Management to the Navigation portfolio. BRC owner Martin Baltazar is also joining Navigation’s Financial Advisory team.
Matt Hammond, Chief Executive at Navigation Wealth, which has offices in Beverley and Wakefield, said:
“We are delighted to welcome BRC to the Navigation family at such an exciting time for the firm. Not only do we have a highly skilled adviser joining us in Martin, the acquisition will also help support the recruitment of additional advisors in the East Yorkshire area, which will prove a huge asset for both our clients and stakeholders.”
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, their ability to form lasting relationships with their clients lies at the heart of the firm’s success. It was this personal approach that impressed BRC.
Martin Baltazar said:
“By moving to Navigation Wealth Management, I am securing the services of a full professional team to support me and my clients in one go, a team that cares about people and takes the time to really understand what is in the best interests of their clients, both in the short and long term. This was a fundamental part of my decision as some clients have been with me for over 25 years – and the advice we give has the potential to make a real difference to their financial wellbeing.”
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.