Selling a Business
The future of your business
Having led your financial planning business successfully for a number of years, you may come to a crossroads on what to do next.
Whether it’s retirement and succession planning, the increasing regulatory burden, or simply a desire to spend more time with clients, the decision to sell your business is one of the most important you will ever make.
At One Four Nine, we have significant experience helping owners who choose to sell their financial planning business, tailoring solutions that achieve the ideal outcome. This could be working with you to ensure there is an effective succession plan in place or liberating your time and enabling you to grow your business. We believe in a win-win deal for all of our business owners, their staff and their clients. Our team will work closely with you to gain a deep understanding of yours, your team’s and your clients’ objectives and structure a deal which has all of their best interests at heart.
Joining One Four Nine
We have a clear vision centred on building ‘one business’ that is truly integrated with alignment throughout. Our culture is based on everyone pulling in the same direction to offer a consistently high level of service to all of our clients.
Success is achieved through cooperation. Every member of the team works towards shared business goals, creating opportunities for growth and continuity. For anyone looking to sell your business outright, joining One Four Nine means becoming part of a collective where your expertise is valued, and your clients continue to receive the highest standards of care.
Our mission is to secure financial freedom and peace of mind for all our clients through the transformative power of professional advice.
Gabrielle Beaumont, Chief Executive Officer
Our vision is to be the wealth management business of choice for the discerning client and their family. Via a fully integrated business and shared values, our clients will receive the same exceptional service to empower them to plan effectively and reach their financial goals.
Our Values
Excellence
Excellence is at the core to everything we do, from delivering technical expertise to clients, to creating a culture of outstanding client service, where employees can reach their full potential.
Diversity
We strive to attract and retain a diverse team at all levels within the business as we believe that the best output can only be achieved from a broad range of inputs.
Respect
Respect is at the centre of our relationships with clients, each other and all of our stakeholders.
Integrity
Credibility and honesty underpin all of our decisions, deliverables and interactions with clients and others.
Inclusion
We are friendly and approachable. We will always listen and remain transparent. We encourage working collaboratively so that we act together as one team.
FAQs
What is One Four Nine Group?
One Four Nine Group is a nationwide, independent Chartered financial planning and investment management group. We offer a distinctly inclusive culture for financial planners and their teams that together with a professionally focused operating environment enabling planners to deliver exceptional service to their valued clients.
When did One Four Nine Group launch?
One Four Nine Group launched in Autumn 2021.
Who are the people behind One Four Nine Group?
Gabrielle Beaumont is the Chief Executive Officer of One Four Nine Group and leads a team of like-minded professionals all of whom possess unparalleled knowledge of the financial advice sector with proven expertise in financial services, investment management, tax and accountancy, business development and growth.
What is One Four Nine Portfolio Management?
One Four Nine Portfolio Management is the discretionary investment management arm of One Four Nine Group. Led by Dr Bevan Blair, our Chief Investment Officer, we construct risk rated model portfolios that are available for financial planners’ clients on platform whilst also providing the ability to construct bespoke portfolios for clients based on their individual investment objectives and risk appetite.
Can One Four Nine Portfolio Management’s model portfolios be used by an external planner?
Yes, any financial planner can use our model portfolios. We would be delighted to tell you more about our model portfolio service so please do get in touch with our Investment team by filling out the enquiry form on the contact us page.
Call us today
Let’s discuss your next steps.
