Our Support Team

The people behind the scenes

Our support team. The people behind the scenes at One Four Nine Group helping to build a nationwide, independent financial advice and investment management group.

Adam Lizzimore, Marketing Manager, Our Support Team

Adam Lizzimore

Adam is the Marketing Manager for the Group.

He is responsible for the One Four Nine marketing strategy and implementation through the Group. He works closely with all One Four Nine Wealth Locations to ensure that a consistent approach is applied and maintained to all marketing activities.

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Rosie Cook, Investment Analyst, Our Support Team

Rosie Cook, CFA

Rosie is One Four Nine’s Investment Analyst.

Working alongside Bevan, our Chief Investment Officer, Rosie is responsible for macro-economic, fund research and portfolio analysis of our in-house investment management solutions, with a particular focus on One Four Nine Portfolio Management’s Sustainable Portfolios. Rosie works closely with One Four Nine Wealth Locations supporting Bevan on the financial commentary and performance updates of our portfolios.

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Neil Shanley, Financial Analyst, Our Support Team

Neil Shanley

Neil is One Four Nine’s Financial Analyst.

Supporting Matt Taylor, Chief Financial Officer, Neil is involved in all financial and operational management of resources across the Group. He works closely with all One Four Nine Wealth Locations implementing and monitoring new consistent standards on information gathering and reporting of monthly MI for Group management and the Board. Additionally, he provides support on areas including financial performance, treasury and all cash flow management activities.

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Meetul Khera, Head of Finance, Our Support Team

Meetul Khera

Meetul is the Group’s Head of Finance.

Meetul supports the Chief Financial Officer on all strategic and operational matters across the business and will work with each One Four Nine Wealth Location on the day-to-day running of the Group.

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Sanjay Lukka, Corporate Development Director, Our Support Team

Sanjay Lukka

Sanjay is the Corporate Development Director at One Four Nine.

He leads all Merger & Acquisitions activities for the Group, driving the inorganic growth strategy to establish One Four Nine as one of the UK’s premier financial advice and investment management groups.

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Martyn Southam, Regional Director, Our Support Team

Martyn Southam

Martyn is One Four Nine’s Regional Director.

He is responsible for overseeing all financial planning firms that join One Four Nine. Working closely with One Four Nine Wealth Locations, he helps to drive organic growth and ensures the consistent delivery of financial advisory solutions to meet client needs and objectives.

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Steven Parsons, Head of IT, Our Support Team

Steven Parsons

Steven is One Four Nine Group’s Head of IT.

Supporting the Chief Operating Officer, he leads on the migration and integration of firms into a centralised IT service across the Group. Steven will work with all One Four Nine Wealth Locations to understand their IT requirements and current challenges to deliver a smooth transition into the Group IT Service.

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Sarah Woodward, Head of Administration, Our Support Team

Sarah Woodward

Sarah is the Head of Administration at One Four Nine Group.

She is responsible for ensuring all administrators across the Group follow best practice procedures. Sarah works closely with all One Four Nine Wealth Locations to ensure consistent and efficient administrative operations nationwide that deliver the highest quality client experience.

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Ian Robinson, Training and Competence Manager, Our Support Team

Ian Robinson

Ian is the Training and Competence Manager at One Four Nine Group.

Working alongside the Chief Compliance Officer, he is responsible for the implementation and ongoing management of all financial planners across the Group to ensure the highest levels of skills, knowledge and expertise are achieved and maintained.

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Donna Maloney, Novation and Reconciliation Manager, Our Support Team

Donna Maloney

Donna is One Four Nine Group’s Novation and Reconciliation Manager.

As vitally important position for a growing Group, Donna is responsible for managing the reconciliation of income into the centralised back-office system. She works closely with all One Four Nine Wealth Locations to ensure a consistent approach is maintained.

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Steven Montague, Financial Planner and Operations Manager, Our Support Team

Steven Montague

Steven is the Group’s Operations Manager.

Supporting the Chief Operating Officer, he is an integral member of the Operations team responsible for the migration and integration of firms into a centralised client database and works with all One Four Nine IFA Locations to ensure they have the appropriate training to adopt new processes and procedures.

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Leanne Bilby, Human Resources Manager, Our Support Team

Leanne Bilby

Leanne is the Human Resources Manager for One Four Nine Group.

Leanne supports all Group operational and strategic HR deliverables for One Four Nine’s people. She also partners with all One Four Nine Wealth Locations, advising and supporting local HR initiatives, operations and activities.

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Natalie Bradbury, HR Manager, Our Support Team

Natalie Bradbury

Natalie is the Group’s Human Resources Manager.

Natalie supports the operational HR deliverables centred around all of One Four Nine’s people. She partners with each One Four Nine Wealth Location advising and supporting them on all local HR initiatives and activities.

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Joanne Payne, HR Manager, Our Support Team

Joanne Payne

Joanne is a Human Resources Manager for the Group.

Joanne supports Natalie across all the operational HR deliverables centred around One Four Nine’s people. Working alongside each One Four Nine Wealth Location, she works on specific HR projects to advise and support the team.

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Elena Belu, Senior Compliance Associate, Our Support Team

Elena Belu

Elena is a Senior Compliance Associate at One Four Nine.

An essential role within the Group’s Risk and Compliance function, Elena supports One Four Nine’s Chief Compliance Officer and the Training and Competence Manager to ensure consistent Group compliance standards are adhered to.

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Lian Brown, Change and Implementation Manager, Our Support Team

Lian Brown

Lian is the Change and Implementation Manager at One Four Nine Group.

She is responsible for the training and delivery into One Four Nine’s common technology centred systems and processes. Lian works closely with all Locations to ensure a best practice approach across all aspects of our in-house operational system.

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We are a nationwide and independent, financial advice and investment management group

Latest News

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One Four Nine Group acquires tenth firm

November 6, 2024

Castlegate Capital acquired by One Four Nine

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One-Four-Nine-Wealth_Guide-to-the-Autumn-Budget-2024

Guide to the Autumn Budget 2024

October 31, 2024

A detailed guide to the key announcements

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Expert Rated 5-star ranking from Defaqto

Expert Rated 5-star ranking from Defaqto

October 24, 2024

One Four Nine Portfolio Management receives 5-star ranking

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