Expanding Hull accountancy practice 360 has forged a new partnership with a fellow Yorkshire professional services firm.
It is to work with Navigation Wealth Management, a senior partner practice of FTSE 100 business St James's Place Wealth Management.
Operating out of offices in Beverley and Wakefield, the tie-up will see “holistic” advice provided to both personal and business clients based across the UK.
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Adrian Hunter, who has recently been promoted to managing director at 360 following the opening of a second office in 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.”
Navigation, created by founding principals David North and Darren Wood merging their St James’s Place partner practices - works with clients of all ages and from all different backgrounds as well as helping businesses in what it describes as 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, chief executive, 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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