One Four Nine Group snaps up York-based planning firm

Acquires Mowatt Financial Planning

Isabel Baxter
clock • 2 min read

Chartered financial planning and investment management firm One Four Nine Group has acquired York-based Mowatt Financial Planning.

Established in 2009, Mowatt Financial Planning serves families and individuals in the Yorkshire region and the UK more broadly. One Four Nine Group said that the business "aligns directly" with its founding principles of placing clients at the heart of everything they do to deliver personalised, high-quality lifetime financial planning. Upon completion, Mowatt Financial Planning was rebranded to One Four Nine Wealth. The acquisition was fully funded One Four Nine Group's private equity backer Copper Street Capital. One Four Nine Group said the purchase reflects the "growing mome...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

Formerly Vertus Asset Management

Patrick Brusnahan
clock 25 June 2026 • 2 min read
M&G shuffles board as Clare Thompson steps down

M&G shuffles board as Clare Thompson steps down

Will depart following HY results

Patrick Brusnahan
clock 24 June 2026 • 2 min read
Big interview: True Potential Wealth Management CEO Stuart Dodson

Big interview: True Potential Wealth Management CEO Stuart Dodson

Firm has made ‘very good progress’ with redress programme

Isabel Baxter
clock 23 June 2026 • 7 min read