Testimonials
Angela Proctor
Having successfully run her own business since 2011 (APC Financial Solutions) in Glasgow, Angela decided the time was right to become part of something bigger.
She is a Chartered Financial Planner with over 20 years experience in the financial services industry. Looking to grow her business to deal with the increasing demands of regulation, Angela decided to sell and join One Four Nine. Listen to her story.
The benefits of joining One Four Nine have been that our client process is now far more streamlined. My staff have better benefits, greater flexibility, which is completely invaluable in today’s high paced work life balance. But most of all, we’re delivering fantastic client outcomes.
Angela Proctor, Chartered Financial Planner
Alan Ball
He founded Russell Gibson Financial Management in Aberdeen with his business partner Tom Hyslop back in 2008.
Both Alan and Tom are Chartered Wealth Managers and have been providing independent financial planning for many years. Since they started the business, the increasing complexity of running a small business made Alan and Tom think about what to do next. They decided being part of a bigger group was an attractive solution. Listen to Alan’s story.
I think by the time that we sold there were 12 [regulatory reports] and that was taking time away from clients, and if I’m honest, I probably didn’t go into the business to complete regulatory reports.
Alan Ball, Chartered Financial Planner
Alex Chamberlain
He started Castlegate Capital in Nottingham by completing a management buyout with two other partners.
Alex is a Chartered Financial Planner with over 20 years of experience in the financial planning industry, including 18 years as a financial planner primarily advising high net worth clients. Alex took sole ownership of the business in 2017 but with the increased responsibility of becoming directly authorised, he sought to be part of a bigger group. This would enable him to get back to what he loves doing, helping his clients. Listen to Alex’s story.
The people and the management team are great. They’re honest and straightforward. They tell you why they want to do things, and that fits perfectly with how I wanted to do things with my clients.
Alex Chamberlain, Chartered Financial Planner
Call us today
Let’s discuss your next steps.
