Navigation Wealth Management is pleased to announce the appointment of a new financial adviser.
Daniel De Block has over 17 years’ experience in the financial services industry, having previously worked at several major high street banks. He joins the Yorkshire-based firm from Santander where he provided holistic financial advice and guidance to clients in and around Pudsey near Bradford as well as across Lancashire.
Matt Hammond, Chief Executive at Navigation Wealth, said: “We are delighted that Daniel has accepted our invitation to become part of our growing company. His knowledge and expertise will be invaluable to our clients as we expand our operations into Lancashire and across the UK.”
Navigation Wealth, which provides holistic wealth management advice to personal and business clients across the UK, has seen rapid growth over the last 3 years, with offices in both Wakefield and Beverley.
Its team of financial advisers has tripled in size from 6 to 19, while its administrative team has doubled. The firm’s success lies in their ability to form lasting relationships, giving clients, no matter what age or background, the confidence to make informed decisions and to feel in control of their finances. Working with them to create a detailed financial plan, they provide peace of mind and security for the future.
Daniel De Block said: “I was attracted to Navigation Wealth because we share the same values. I really enjoy getting to know my clients. It’s fundamental to me not just to understand their financial position but to really understand their goals, dreams and future aspirations. This really helps me understand what’s important to them and why. Putting these pieces together enables me to create a personalised financial plan, present my recommendations and then implement the agreed solutions. Everyone should have the opportunity to change their stars and achieve their dreams!”
