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

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

Sophia Panayi
clock 26 May 2026 • 2 min read
Inside a family MBO: How this adviser and his brother took over their father's firm

Inside a family MBO: How this adviser and his brother took over their father's firm

Sean Standerwick runs MLP Wealth alongside his brother

Isabel Baxter
clock 22 May 2026 • 1 min read
Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Michael Thomson jailed for six months

Isabel Baxter
clock 21 May 2026 • 2 min read