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One Four Nine Wealth Magazine – issue 01


One Four Nine Wealth Magazine – September/October – Issue 01

Welcome to the One Four Nine Wealth bi-monthly magazine

This is a brand-new and complimentary periodical for everyone and specifically One Four Nine clients across our nationwide Group. All client financial affairs will continue to be looked after by our colleagues at Charter Financial Planning, Rice Whatmough Crozier, Total Wealth Planning, APC Financial Solutions or Russell Gibson Financial Management. They remain on hand to help, guide and advise existing clients and anyone seeking financial advice.

Its purpose is to focus on providing insight and understanding across a wide variety of relevant financial themes that could affect you and your family. From issues that are making an impact now, such as the investment markets and the Government imposed Income Tax freeze for higher rate taxpayers, to longer term financial matters that could benefit you if you act now, such as the transferring of family wealth and efficient inheritance tax planning.

Read issue 01, September/October, here.

The next issue will be November/December.

For more detailed information on any of the topics and themes covered in any issue please do reach out to your local investment, financial advisory or planning team here.

Matthew Bugden
Chief Executive Officer

One Four Nine Group

Whether you end up reading One Four Nine Wealth on the way to work, during lunchtime in the office or on a Sunday morning in the garden with a cuppa, we do hope you find it useful and insightful

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