Independent financial advice and fund management firm One Four Nine Group has completed its third acquisition with the addition of Surrey-based Chartered financial planning company Total Wealth Planning (TWP).
The acquisition of TWP added a further 12 staff members and £240m in assets under administration (AUM) to the group, taking its total AUM to more than £540m. It also added more than 1,000 clients to the One Four Nine Group umbrella, direct clients and clients on TWP's digital advice platform i2day, launched in 2016. The latest acquisition follows the group's inaugural acquisitions in October 2021 of Charter and Rice Whatmough Crozier. Charter FP, which has been in business for 40 years, has three advisers and eight support staff. The firm manages more than £100m in assets. Manches...
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