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Yorkshire financial advisory firm Navigation Wealth Management has welcomed a new recruit.
Financial adviser Stephen Luwero has more than 20 years’ experience in the financial services industry, with particular expertise in investment banking, investment consulting and wealth management both in London and the North of England.
He has joined the firm, which has offices in Beverley and Wakefield, from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.
Matt Hammond, chief executive at Navigation Wealth, which has offices in Beverley and Wakefield, said: “Stephen is an exceptional addition to the Navigation team. He has the ability to explain complex subjects in simple terms because of his in-depth understanding of markets, financial products and services.
“This knowledge and expertise will be invaluable to our clients as we continue to expand our operations across the UK.”
Luwero, who once played football alongside former England midfielder and manager Glenn Hoddle as an apprentice at Swindon Town FC in the early 1990s, added: “Ensuring my advice achieves the goals and aspirations of my clients is always my focus. It’s so important to get to know them, understand their needs and to develop long-lasting relationships with them so that we can advise at all life stages.
“That’s why I am so thrilled to be joining Navigation Wealth. Their decisions are made with the welfare of their clients and team, front and centre, at all times.
“I’m looking forward to meeting new clients as well as continuing to look after the investments of previous clients. I will now be expanding the range of financial products I can offer them and will also be working to achieve Chartered Status in Financial Planning.”
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