Our management team. The people leading One Four Nine Group to become a nationwide, independent financial advice and investment management group.
Gabrielle is the Chief Executive Officer of One Four Nine.
She oversees all aspects of the business and is responsible for the delivery of the group strategy which is focussed on building one of the UK’s leading financial advice and investment management groups.
As a founder of the business, Gabrielle initially concentrated on the acquisition programme which has resulted in One Four Nine growing to almost £1.5 billion assets under advice and she continues to lead this growth initiative to ensure further professional and aspirational firms join the One Four Nine family.
Bevan is One Four Nine’s Chief Investment Officer.
He has the responsibility for developing and delivering the model and bespoke portfolios of our in-house discretionary investment manager, One Four Nine Portfolio Management.
Bevan and his team work closely with One Four Nine Wealth Locations to show how our own model portfolio service strengthens the advice proposition by providing advisers with confidence that their valuable investments are expertly managed. He provides ongoing additional support in the form of factsheets, financial commentary and analysis, plus high quality updates on portfolio performance that advisers can use to develop their relationships with both clients and introducers.
Stuart, Chief Operating Officer at One Four Nine leads the Group operational and technology strategy.
He is responsible for the integration programme of all One Four Nine Location firms that join the Group, ensuring they are harmonised into the business platforms and IT. Working very closely with all One Four Nine Wealth Locations this is integral to support all employees as they transition to Groupwide systems and processes.
Barry is One Four Nine’s Chief Compliance Officer.
Leading the Group’s Risk and Compliance function, he is the ambassador for compliance culture and standards. Increasing awareness of the Group’s regulatory requirements Barry will work alongside all One Four Nine Wealth Locations providing support on all policies.
Matt Taylor serves as the Group Chief Financial Officer.
He oversees the Group Finance function and is responsible for the delivery of the Group’s financial strategy to achieve One Four Nine’s ambitions. Matt also supports all One Four Nine Wealth Locations with any financial matters.
Ian is acting in a Non Executive advice role to the One Four Nine Management Team.
He has exceptional knowledge of financial planning businesses and operations within accountancy firms, gathered across an extensive career as an independent financial adviser, with three decades experience spent working in financial planning within accountancy practices.
In 1996 Ian joined, national UK accountant, Mazars as a founding director of Mazars Financial Planning Ltd. Today, as a Partner of Mazars, he continues to lead its national private client business including its financial planning and wealth management teams.
Jasper is a formal independent Non-Executive Director of One Four Nine Portfolio Management.
He provides invaluable and relevant industry experience to complement the One Four Nine Management Team and support the growth aspirations of One Four Nine’s discretionary investment management business.
Currently head of client services and distribution at CCLA, the UK’s largest charity investment manager, Jasper is an extremely well known, highly respected industry figure and leader, during a career spanning 28 years in the fund management industry.
Steve is a Non-Executive Director for One Four Nine Group.
Providing expertise and advice to the One Four Nine Management team, Steve is helping the Group to achieve its objective to build one of the leading UK financial advice and investment management groups.
Chris is One Four Nine Group’s first Chairman. Working closely with the Board his experience will help guide the strategic direction of the business, shaping the next phase of development and growth.
Our management team brings unparalleled expertise with over 100 years of cumulative experience
April 12, 2024
A four page guide from One Four Nine Wealth
April 3, 2024
A six page guide from One Four Nine Wealth
March 20, 2024
The tenth issue, March/April, of One Four Nine Wealth magazine
