About One Four Nine Wealth (Glasgow)
One Four Nine Wealth (Glasgow) combines financial planning and investment management with advice for personal, business and charitable goals. Its planning services include cashflow modelling, retirement planning and estate planning.
Cashflow modelling creates a personalised view of possible future events, helping clients assess decisions against their financial objectives. The firm describes itself as an independent financial planning and investment management group. It also works with accountants and solicitors where coordinated advice is useful, and provides flexible model portfolios through its investment management service.
Before you choose One Four Nine Wealth (Glasgow)
5.0 on average from 101 reviews
In its favour
- Personalised cashflow modelling
- Independent financial planning
- Co-ordinated professional advice
Typical client: Long-term financial planning and investment decisions
Specialties
Also works on: first-time buyers
Key facts
- Type
- Financial consultant
- Rating
- 5.0 on average from 101 reviews
Featured in
Questions and answers
Can I arrange a free cash-flow modelling consultation?
Yes. They offer a free initial meeting in person, by phone or via video call. If the customer proceeds, an engagement letter sets out the scope and fees.
What are the stages of cash-flow modelling?
The work typically has two stages: research and reporting, followed by implementation. Costs vary according to the customer’s needs and the complexity of the work.
What other financial planning services do you offer?
Alongside cash-flow modelling, they offer retirement planning, investment management, estate and succession planning, business financial planning, mortgages, protection planning and tax planning.
Is One Four Nine an independent Chartered financial planner?
Yes. One Four Nine is a nationwide, independent Chartered financial planning and investment management group.
