One Four Nine launches with inaugural acquisitions

Acquisitions

Summary

One Four Nine Group launched as a new nationwide financial advice and fund management firm. It entered the market by acquiring Charter Financial Planning and Rice Whatmough Crozier. The combined business now brings seven advisers and more than £300m in assets under management. The group is targeting more advisory firms, especially firms in accountancy and professional services, and says it expects to complete more deals soon.

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$1M to $5M