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Good morning and welcome to your Morning Briefing for Wednesday 5 July, 2023. To get this in your inbox every morning click here. Protection clients The requirements of Consumer Duty have led to many advisers thinking about the protection needs of their clients in a new way. This shift in strategy and outlook will
IFA consolidator and discretionary investment manager One Four Nine Group has appointed a new chief executive as founder CEO Matthew Bugden resigns
Gabrielle, who was previously Managing Director for the firm, has been with One Four Nine Group since its inception, providing significant input into the
National IFA and fund management group One Four Nine has revealed its largest purchase to date with the acquisition of Glasgow-based financial planning firm McCrea Financial Services (McCrea).
One Four Nine has acquired McCrea Financial Services – a long-established full suite planning firm led by industry veteran Douglas McCrea.