One Four Nine Wealth

One Four Nine Wealth is an independent financial planning and investment management firm based in the UK. Established in 2019, the firm provides financial advice and works to build long-term partnerships with its clients.
  • Tax Planning
  • Financial Planning
  • Cashflow Modelling
  • Retirement Planning
  • Investment Management
  • Estate and Succession Planning
  • Financial Planning for Businesses

Size
Small
Phone
0333 0444 149
Website
cfpllp.com
Email
Available in Endole App
Locations
Charter House, 171A Wigan Rd, PR7 6JH
01257230001
Lytchett House, 13 Freeland Pk, Wareham Rd, BH16 6FA
03301239925
Digital Popularity
Popularity over time
Social Media
Competitors
Calton Wealth Management
Calton Wealth Management provides comprehensive financial planning and investment management services tailored to meet the unique needs of individuals, families, and businesses.
Mercer & Associates Wealth Management
Mercer & Associates Wealth Management is a Chartered firm of financial planners based in Chester, specialising in bespoke financial strategies for business owners and individuals.
Company Details
One Four Nine Wealth is operated by One Four Nine Wealth Limited and is a Active company incorporated on 28 June 1996 with the registered office located in London, Greater London. One Four Nine Wealth Limited was registered 29 years ago.

Status
Active
Size
Micro
Directors
3
Age
29 years old
Employees
3
Turnover
Unreported
Total Assets
£988.13K
Cash in Bank
£823.87K
Total Liabilities
-£71.44K

Director • British • Lives in UK • Born in Oct 1976
Director • British • Lives in UK • Born in May 1980
Director • British • Lives in UK • Born in Oct 1982
One Four Nine Wealth Holdings Limited
PSC
Teams
All
2
Consulting
1
Management
1
Operations Executive • Joined Jul 2014
Managing Director & Financial Planner • Joined Jul 2000
Managing Director & Financial Planner • Joined Jul 2000
Operations Executive • Joined Jul 2014