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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We are a nationwide and independent, financial advice and investment management group
November 26, 2024
A comprehensive 32 page guide from One Four Nine Wealth
November 26, 2024
A six page guide from One Four Nine Wealth
November 25, 2024
Issue 14, November/December, of One Four Nine Wealth magazine
