One Four Nine acquires York-based Mowatt Financial Planning – the group’s first acquisition of 2026

Nationwide, independent Chartered financial planning and investment management firm One Four Nine Group has today reported that it has acquired York-based Mowatt Financial Planning.

Established in 2009, Mowatt Financial Planning has built a strong reputation based on integrity, transparency, and long-term client relationships, serving families and individuals in the Yorkshire region and the UK more broadly. The business aligns directly with One Four Nine Group’s 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 by Copper Street Capital, the long-term investment partner of One Four Nine Group, and reflects the growing momentum behind the Group’s active and well-progressed pipeline of acquisition opportunities.

This is the twelfth acquisition for One Four Nine since launching in 2021 and brings the Group’s total client assets to £2.2 billion with a team of over 30 financial planners and over 5,500 clients.

One Four Nine Wealth is the Group’s financial planning arm, operating alongside One Four Nine Portfolio Management to form one of the UK’s leading wealth planning firms with in-house Discretionary Investment Manager (“DIM”) services.

Gabrielle Beaumont, CEO, One Four Nine Group, commented: “This acquisition sets the tone for our growth plans this year. Mowatt Financial Planning is an outstanding business that has built a fantastic reputation in Yorkshire. I was thrilled when they chose to join us and we remain committed to preserving their local presence while enhancing it with the broader infrastructure, investment capability and long-term succession planning that comes with being part of our Group. It’s important to us that clients continue to feel supported locally, while benefiting from the scale and resources of a national business.

At One Four Nine, we know financial planning firms have many options they can choose from, which is why we have invested so much time in our client experience, employee benefits, integration processes and in building a truly aligned business, allowing those who join us to focus on what is most important – delivering excellent client outcomes.

“Backed by our long-term equity partner Copper Street Capital, we are in a strong position for 2026 to continue to grow, attract the best talent and acquire high quality firms across the UK.”

Elliot Tahmasebi, Copper Street Capital, commented: “The UK financial services sector is one of the most exciting sectors globally, with policy support coming through to underpin what is likely to be the biggest growth in demand for financial advice and education we have seen in decades. The opportunity is huge, and we are committed to this next chapter of One Four Nine Group’s growth journey as a leading nationwide Chartered financial planning and investment management business in the UK.”

Will Mowatt, Founder, Mowatt Financial Planning, commented: “Our business, established in 2009, has grown alongside our clients, allowing us to build strong, lasting relationships over the years. We met with many potential acquirers but One Four Nine Group stood out to us as the closest match for our values, as well as our expectations for the high quality of personalised service clients receive. Their professional, client led approach , the integration process and unified business structure has really shone through, reassuring us that we were becoming part of a collegiate and culturally-aligned business, providing a secure home for our staff where clients are prioritised.”