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HomeFinancial PlanningOne 4 9 hires Monetary Planner as COO

One 4 9 hires Monetary Planner as COO

Quickly-expanding adviser and fund supervisor One 4 9 Group has bolstered its senior staff with three senior appointments, together with appointing a Chartered Monetary Planner as chief working officer.

It has additionally appointed a chief compliance officer and an M&A director.

The hires come because the agency celebrates its first anniversary after reaching the milestone of £1bn consumer belongings throughout its first yr.

It has made six acquisitions throughout its first 12 months, together with Nottingham-based agency HFL Monetary Advisers in October and Scottish Monetary Planner Russell Gibson Monetary in August.

Chartered Monetary Planner Stuart Harding has joined as chief working officer after spending greater than 20 years in monetary providers with firms together with Barclays, NatWest and most just lately Attivo.

He’ll oversee the group’s operational and expertise technique, together with the mixing programme.

Barry Strathearn, a Fellow of the Private Finance Society, has been appointed chief compliance officer. He has greater than twenty years of regulatory data in monetary providers gained with corporations that embody Nationwide Constructing Society and Cumberland Constructing Society.

Asif Huq, who has specialist experience in wealth administration M&A gained at firms corresponding to EY and Schroders, has joined as M&A director, supporting managing director Gabrielle Beaumont on the group’s acquisition actions.

Matthew Bugden, One 4 9 chief govt, stated: “Our colleagues within the six corporations who’re already a part of the One 4 9 household are enthusiastic about these latest appointments and are wanting ahead to the operational and propositional change that can observe.

“Our employees are our biggest useful resource, so I’m delighted to welcome Stuart, Barry and Asif to our ranks. We’ve got formidable plans for 2023 and can make additional appointments in the end to proceed maximising development alternatives within the coming months.”

One 4 9 is funded by personal fairness agency Copper Road Capital and has additionally entered a long-term financing association with Cordet Capital Companions.

It’s a comparatively new entrant to the adviser M&A sector and was launched in 2021. One 4 9 Group is concentrated on tax-efficient investments, together with EIS, and its rising monetary recommendation arm.



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