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Birmingham Post
Birmingham Post
Business
David Laister

Navigation Wealth Management sets the course for further growth in East Yorkshire with BRC buy-out

Navigation Wealth Management has expanded its presence in East Yorkshire with the acquisition of fellow financial advisory firm BRC.

The strategic move will add almost £40 million of managed funds to the portfolio of the business, which operates out of Beverley and Wakefield.

BRC owner Martin Baltazar will also join Navigation’s team, having launched it a decade ago, buildingon a career in independent financial advice.

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