One Four Nine Group acquires Lancashire-based IFA

Deal takes adviser numbers to 36 and client numbers to nearly 4,500

Sahar Nazir
clock • 1 min read

One Four Nine Group has acquired Chorley-based 1st Chartered Financial Planning, marking its ninth acquisition.

As part of the deal, 1st Chartered Financial Planning has been rebranded to One Four Nine Wealth. The addition of 1st Chartered Financial Planning will increase the number of advisers at One Four Nine Group to 36 and the client numbers to nearly 4,500. One Four Nine Wealth will operate alongside One Four Nine Portfolio Management, forming an in-house discretionary investment manager. This is One Four Nine Group's ninth acquisition since launching in October 2021 and expanding in the North West, having previously acquired Rice Whatmough Crozier and Charter Financial Planning. It ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Skerritts snaps up London firm adding £540m in AUM

Skerritts snaps up London firm adding £540m in AUM

Consolidator has snapped up Black Swan Financial Planning

Isabel Baxter
clock 11 July 2024 • 1 min read
Tavistock 'strongly denies' Titan's claim of wrongful conduct

Tavistock 'strongly denies' Titan's claim of wrongful conduct

Claims allegations are false and have been put forward as a retaliatory step

Isabel Baxter
clock 11 July 2024 • 1 min read
Titan Wealth hits back at Tavistock with legal action

Titan Wealth hits back at Tavistock with legal action

Says it was against a background of serious wrongful conduct

Isabel Baxter
clock 10 July 2024 • 1 min read