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  1. Bevan is One Four Nine’s Chief Investment Officer. He has the responsibility for developing and delivering the model and bespoke portfolios of our in-house discretionary investment manager, One Four Nine Portfolio Management. Bevan and his team work closely with One Four Nine Wealth Locations to show how our own model portfolio service ...

  2. Sep 12, 2024 · At One Four Nine Wealth, our mission is to empower our valued clients throughout the UK with exceptional financial planning and investment management services. As a dynamic and independent firm, we bring a fresh approach to helping you achieve your objectives and goals. Established in 2019, we set out to become the premier choice for discerning ...

  3. Sep 12, 2024 · One Four Nine Wealth and One Four Nine Portfolio Management are part of One Four Nine Group Limited. One Four Nine Group Limited is registered in England No: 11866793. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved companies between regulated firms and their clients.

  4. Jan 4, 2022 · New nationwide, independent financial advice and fund management firm One Four Nine Group has completed its third acquisition with the purchase of Total Wealth Planning (TWP). The acquisition, which expands One Four Nine Group’s geographical footprint, adds a further 12 staff members to the Group and £240million AUM, bringing the total Group AUM to more than £540million.

  5. One Four Nine Wealth and One Four Nine Portfolio Management are part of One Four Nine Group Limited. One Four Nine Group Limited is registered in England No: 11866793. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved companies between regulated firms and their clients.

  6. Jan 4, 2022 · National advice and fund management firm One Four Nine Group has bought Total Wealth Planning (TWP), as part of its "ambitious" growth plans. This is the group’s third acquisition since it ...

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  8. Sep 12, 2023 · The launch of One Four Nine Wealth, the financial advice arm of One Four Nine Group, is a significant step in the firm’s progression as it integrates and rebrands all locations into a unified identity. One Four Nine Wealth will operate alongside One Four Nine Portfolio Management, forming one of the UK’s leading wealth advisory firms with ...

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