Money
One Four Nine hires from Succession to boost regional expansion
National advice firm One Four Nine has hired former Succession Wealth manager Martyn Southam to the position of regional director.
He will work closely with the group’s chief operating officer Stuart Harding.
His remit includes accelerating the firm’s regional footprint and identifying further key areas of expansion throughout the UK.
Southam brings 35 years of experience in the financial services sector having worked for mutuals, banks, product providers, and networks.
His appointment is the latest made by the wealth manager as it seeks to strengthen its senior management team. It recently announced the appointment of Sanjay Lukka, a former executive at Kingswood.
Earlier this year, One Four Nine appointed Chris Merry as its first chairperson since launching in October 2021.
Stuart Harding, chief operating officer at One Four Nine Group, said: “As we continue to advance our integration strategy and focus on expanding and acquiring in key areas across the region, we are excited to welcome Martyn.
“Martyn’s leadership and extensive industry knowledge will be invaluable in developing and mentoring our financial planning team.
“His expertise is instrumental in strengthening our support for financial planners, ensuring they have the resources and guidance needed to deliver the highest level of service to our clients.”
One Four Nine, backed by private equity firm Copper Street Capital, has also made a string of acquisitions to expand its nationwide footprint. One the recent acquisitions include Lancashire-based 1st Chartered Financial Planning.
The deal marks the group’s ninth acquisition and increases the number of advisers to 36 and the client numbers to nearly 4,500.
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