Five minutes with One Four Nine Group

Newly Chartered in March 2025, One Four Nine Group are a nationwide, independent Chartered financial planning and investment management group. 

Grab a cuppa and read on to see how they have been living the Chartered Ethos. 

How long has your firm been Chartered? 

Since March 2025. 

Why is Chartered status important to your business? 

Chartered status in Financial Planning is a powerful mark of professionalism.  

It demonstrates a commitment to the highest standards through advanced study, rigorous exams, and ongoing development.  

For me, it’s about more than just qualifications, it’s about being equipped to handle complex financial planning scenarios with confidence. 

What initiative has the organisation been involved in which has had a social impact/corporate social responsibility focus on? 

Our organisation is proud to support a range of initiatives that reflect our commitment to social impact and corporate social responsibility. 

Each year, the team votes to select a nominated charity, which becomes the focus of our fundraising efforts. These have included everything from half-marathons and bike rides to full marathons and even a trek to Everest Base Camp, demonstrating the team’s passion and dedication. 

How do you ensure your employees remain at the forefront of their profession? 

We ensure our employees stay at the forefront of their profession by fully supporting PFS qualifications, including Diploma and Chartered pathways.  

We host regular team days for Financial Planners, Paraplanners, and Client Service teams, which include structured CPD sessions led by industry providers.  

In addition, ongoing training is delivered throughout the year to keep everyone up to date and continuously developing. 

How have you implemented the CII Code of Ethics into your business? 

We have embedded the CII Code of Ethics into our business by ensuring compliance with all legal and regulatory requirements through regular staff training and audits.  

Integrity is promoted via transparent practices and a whistleblowing policy. We prioritise clients’ best interests by offering tailored advice and disclosing any conflicts of interest.  

High service standards are maintained through continuous professional development and client feedback.  

Lastly, we are committed to fairness by fostering an inclusive culture and treating all clients with respect and impartiality. 

What advice would you give a firm who is considering applying to become Chartered? 

If a firm is considering applying to become Chartered, the best advice is to go for it.  

Chartered status is a powerful signal of professionalism, integrity, and commitment to clients and the sector.  

While the journey takes time and effort, it enhances credibility, attracts talent, and sets a high standard for service and ethics, making it a strategic differentiator for any forward-thinking firm.