Corporate Finance

One Four Nine expands into Scotland with latest acquisition

The APC Financial Solutions and Consultancy Services team offer financial planning services across the investment and protection space.

One Four Nine, an independent financial advice and fund management firm, has completed its fourth acquisition with the purchase of Glasgow-based APC Financial Solutions and Consultancy Services. 

The move expands the group’s footprint into Scotland, increasing its assets under management (AUM) to approximately £650m across almost 2,000 clients and brings staff numbers to over 50.

The APC Financial Solutions and Consultancy Services team offer financial planning services across the investment and protection space. The firm, led by an all-female team, belongs to a small group of Scottish firms that have earned the prestigious title of ‘Chartered Financial Planners’ from the Chartered Insurance Institute (CII). 

One Four Nine added its growth plans show “no sign of slowing” with the leadership team securing an additional tranche of equity funding from investors, through Copper Street Capital, to further facilitate its plans for “scaling up and building a nationwide footprint”.

Gabrielle Beaumont, managing director, said: “I am personally delighted to welcome Angela, Lynne and their colleagues at APC to One Four Nine Group. As we moved through the acquisition process it became very clear that the team have built a highly impressive business and I am looking forward to exploring the ways we can collaborate to deliver an even better client experience. 

“The quality of their leadership team, high value clients and introducers made them an excellent fit, aligned with One Four Nine’s values and long-term aspirations for the growth of the business.”

Matthew Bugden, CEO of One Four Nine, said: “It is hugely satisfying to see our acquisition programme continue apace especially with the high calibre of firms and advisers, such as the APC team, wishing to join our colleagues. 

“Impetus for our expansion has been building since launch given our strong relationships across the financial advice sector resulting in a healthy pipeline of inbound queries from advisers attracted by our unique offering.” 

He added: “I am confident that our numbers will continue to increase significantly by the end of the year and I would be delighted to hear personally from those advisers and firms who are looking at their own succession plans, to see where One Four Nine can help them.”

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