New Financial Adviser for Navigation Wealth ManagementFri 16th June 2023
Navigation Wealth Management is pleased to announce the appointment of a new financial adviser.
Stephen Luwero has over twenty 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 joins the Yorkshire-based firm 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.”
Stephen Luwero, who once played football alongside former England midfielder and manager Glenn Hoddle, when he was an apprentice at Swindon Town FC in the early 1990s, said:
“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.”
For more information about Navigation Wealth Management, please visit www.navigationwm.co.uk. You can also call Wakefield 01924 229210 or Beverley 01482 379504. Meanwhile, clients can call Stephen Luwero on 07899 990655.