Here is a list of the most common questions that we are asked. If you have a question that is not answered here, please get in touch through our enquiry form at the bottom of the page.
What is One Four Nine Group?
One Four Nine Group is a nationwide and independent, financial advice and investment management group, which will grow organically and through acquisition.
When did One Four Nine Group launch?
One Four Nine Group launched in Autumn 2021.
Where is One Four Nine Group based?
Operating across the UK One Four Nine is headquartered in Central London. You can find our address, contact details and directions to the office on our Contact page.
Who are the people behind One Four Nine Group?
Gabrielle Beaumont is the Chief Executive Officer of One Four Nine Group and leads a team of like-minded professionals all of whom possess unparalleled knowledge of the financial advice sector with proven expertise in financial services, investment management, tax and accountancy, business development and growth.
Is One Four Nine looking to acquire financial advice firms?
The short answer is ‘yes’, focusing on acquiring appropriate, professional and high quality firms where our respective cultures and ethos are genuinely aligned.
What type of firms are One Four Nine looking to acquire?
One Four Nine is an attractive solution for many financial advice firms when it comes to securing their future.
By virtue of our respective backgrounds, we are particularly attractive to financial advice firms that are currently owned by accountants and legal practices and also those firms who wish to enjoy a well-developed framework for providing advice to clients in the area of tax efficient alternative investments.
Why should I sell my firm to One Four Nine?
If you have already decided to sell your firm, you will likely be meeting several potential suitors. One Four Nine is in a unique position to satisfy your specific needs, match your firm’s ethos, culture and commitment to clients and also appreciate the value of your firm. We are known for acting swiftly and professionally.
If you would like more information about One Four Nine or would like to discuss the proposition please get in touch through our enquiry form at the bottom of this page.
What is One Four Nine Portfolio Management?
One Four Nine Portfolio Management is the discretionary investment management arm of One Four Nine Group. Led by Dr Bevan Blair, our Chief Investment Officer, we construct risk rated model portfolios that are available for advisers’ clients on platform whilst also providing the ability to construct bespoke portfolios for clients based on their individual investment objectives and risk appetite.
Are you an active or passive manager?
We do not define ourselves as either an active or passive manager as we offer portfolio ranges that are almost entirely actively managed and those that are passively managed. The choice of portfolio will depend on what is suitable for the client in meeting their investment objectives.
How many model portfolios do you have in One Four Nine Portfolio Management?
Our Model Portfolio Service is comprised of four sets of model portfolios:
- Five Risk Rated Active Portfolios
- Five Risk rated Passive Portfolios
- Three Risk Rated Income Portfolios
- Five Risk Rated Sustainable Portfolios
We have split the risk spectrum into five risk profiles defined as Defensive, Cautious, Balanced, Growth and Adventurous, and map them to any risk profiling tool that an adviser may use. Our Active, Passive and Sustainable ranges have a portfolio in each of the five risk profiles, while our Income range has portfolios in the central three risk profiles.
What are the investment objectives of the One Four Nine model portfolios?
We aim to produce inflation plus returns over rolling five year periods. We view risk as loss and our portfolios are constructed to a loss target over 1 year. For example our Balanced Portfolio has a return target of UK CPI + 2% over rolling five years, while the portfolio is constructed such that there is a 5% probability that it will lose more than 15% in any one year. In other words, in 1 year out of 20 a client could expect a loss of more than 15%.
If I join One Four Nine do I have to use the portfolio management proposition?
Not everything we do at One Four Nine Portfolio Management will be suitable for every client and therefore it is important that financial advisers remain independent.
What is the cost of One Four Nine Portfolio Management’s model portfolios?
Our pricing is extremely competitive at 0.20% plus VAT for our MPS solutions. The costs of the underlying funds will vary with the risk profile of the portfolio. The current ongoing charges of the funds and associated MiFID transaction costs are:
|OFNPM Portfolios||Active Cost||Passive Cost||Sustainable Cost|
Where can you find our MPS solutions?
We are on the multi-award winning investment platforms Parmenion and 7IM that are competitively priced for the benefit of your clients. Additionally, we continue to increase our visibility on other well-regarded platforms to enhance the availability of our service including: Standard Life Wrap, Transact, Novia, Fidelity, Quilter, Morningstar Wealth Platform (formerly Praemium), and M&G Wealth.
I cannot see your portfolios on my platform, what do I do?
Please contact Bevan, our Chief Investment Officer, through our enquiry form at the bottom of this page. Let us know your preferred platforms and we can begin the process of adding our portfolio solutions to those platforms.
Can One Four Nine Portfolio Management’s model portfolios be used by external advisers?
Yes, any adviser can use our model portfolios. We would be delighted to tell you more about our model portfolio service so please do get in touch with our Chief Investment Officer, Dr Bevan Blair, by filling out the enquiry form at the bottom of this page.