Yorkshire-based Navigation Wealth Management has shown its dedication to staff training and promotion after appointing its latest financial adviser.
Three years Jade Georgiou walked through the door saying it was her ambition to become a financial adviser – and asking for an opportunity to help her achieve her ambition.
Matt Hammond, Chief Executive at Navigation Wealth, which has offices in Beverley and Wakefield, said: “We couldn’t be happier for Jade. When she initially came to us, we immediately saw that she had all the drive she needed and just wanted the opportunity to prove herself and to show everyone what she could do.
“She has worked so hard studying to pass her exams while, at the same time, learning all about the world of financial advice systems and processes. She has learned every role in the business to the very highest of standards and we are incredibly proud of her. She has been, and will continue to be, a fantastic asset to the company and for our clients.”
Having previously worked as a personal banker at Santander, Jade joined Navigation Wealth as a trainee adviser, working through all office roles including the client experience team, adviser support and paraplanning, whilst working towards her qualification. Earlier this year, she passed her final exam and is now a CII Diploma qualified financial and mortgage adviser.
Jade Georgiou said: “I am so happy to have achieved my goal of becoming a financial adviser. It has been a lot of hard work and I am thankful I have had Navigation supporting my journey and giving me valuable advice and guidance throughout.
“I just want to help people, that’s at the heart of everything I do. I tell people my superpower is providing a safe space for them to discuss their money matters without judgement. My other superpower is my honest, down-to-earth style which creates trust – my clients know that I will never promise something I can’t deliver.”
Navigation Wealth provides holistic wealth management advice to personal and business clients across the UK. 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, providing peace of mind and security for the future.
For more information about Navigation Wealth Management, please visit www.navigationwm.co.uk. You can also call them on Wakefield 01924 229210 or Beverley 01482 379504.
