Matthew Budgen, the CEO of One Four Nine Group
A new private equity-backed financial advice and fund management consolidator has launched today, with the purchase of two firms.
The new firm, One Four Nine Group, has bought Charter Financial Planning and Rice Whatmough Crozier, giving it seven advisers, over £300 million in assets under management, and around 700 clients.
Charter Financial Planning is 40 years old and o...