Independent Lifetime Financial Planners
5,000
One Four Nine
Clients
33
Independent
Financial Planners
10
UK
Locations
£1.8b
Assets
under advice
Who are One Four Nine Group?
We are a nationwide, independent Chartered financial planning and investment management group
Our mission is to empower our clients to achieve financial freedom and peace of mind through the transformative power of professional advice. We are a team of dedicated professionals whose sole purpose is to deliver exceptional service whilst ensuring we remain friendly and approachable. We are driven by our commitment to our shared values and a vision of a fully integrated business capable of leveraging expertise across the group. We offer a distinctly inclusive culture for our people that, together with a professionally focused operating environment, enables financial planners, their teams and their clients to thrive.
What We Do
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Financial Planning
At One Four Nine Wealth, our sole mission is to deliver exceptional financial planning and investment management services. In doing so, we empower you, our valued clients to live your life to the full, safe in the knowledge that your financial wellbeing is taken care of. As a dynamic and independent firm, we bring a fresh approach to helping you achieve yours and your family’s objectives and goals.
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Investments
At One Four Nine Portfolio Management, as discretionary investment managers, we provide unique access to a full range of flexible model portfolios.
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Selling a Business
If you’re looking to sell your financial planning business or simply to join a larger group where your focus can be firmly on your clients and where you and your team can flourish then let’s have a chat.
Discover our locations across the UK
Find your closest location and get in touch. We will be happy to help to help you begin your journey to financial freedom.
