Jon Forbes

Training and Competence Manager

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.

Having previously worked as an independent financial adviser, before moving into compliance centred roles within financial advice businesses, Jon has first-hand experience of the training required for financial advisers to meet regulatory standards. He is passionate about guiding advisers to help them review and improve their performance.

Connect with Jon on LinkedIn.

Take a look at the rest of the One Four Nine support team.

Centralising compliance and regulatory matters are critical to managing risk consistently across the Group

Latest News

Issue 22_OFNPM_Portfolio-Review_Q1-2024

Portfolio Review – Q1 2024

April 25, 2024

Chief Investment Officer's comments on global markets alongside a fund comparison

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One_Four_Nine_Wealth-Guide-to-making-Will

Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

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One_Four_Nine_Wealth-Guide-to-successful-investing

Guide to successful investing

April 3, 2024

A six page guide from One Four Nine Wealth

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