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.
Jon is the Training and Competence Manager at One Four Nine Group.
Working alongside the Chief Compliance Officer, Jon is responsible for the implementation and on-going management of the Group’s Adviser Training. He works closely with all One Four Nine Wealth Locations to ensure the highest levels of skills, knowledge and expertise are achieved and maintained Groupwide.
Matthew is One Four Nine Group’s Compliance Manager.
Matthew assists the One Four Nine’s Chief Compliance Officer who is leading the Group’s Risk and Compliance function to ensure that the compliance standards that are implemented are maintained across all wealth locations. He also provides compliance support and guidance where necessary.
Beth is the Human Resources Manager for the Group.
Beth 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.
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.
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.
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.
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.
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.
Lian is an Operations Associate 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.
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.
We are a nationwide and independent, financial advice and investment management group
November 24, 2023
A detailed guide to the key announcements
November 14, 2023
A four page guide from One Four Nine Wealth
November 7, 2023
The eighth issue, November/December, of One Four Nine Wealth magazine
