thewealthnet

New PE-backed UK advice consolidator launches with two deals

News Team, 19/10/2021

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...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com


About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM