One Four Nine starts 2022 with third adviser acquisition

Purchase of Total Wealth Planning completed

clock • 2 min read
 One Four Nine primarily targets accountancy firms and other professional services firms that own or have a joint venture with financial advice firms, as well as standalone advisory firms.
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One Four Nine primarily targets accountancy firms and other professional services firms that own or have a joint venture with financial advice firms, as well as standalone advisory firms.

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...

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