One Four Nine Group acquires Mowatt Financial Planning, taking AUA to £2.2bn
- Simon Bourke
- 2 days ago
- 3 min read
14th April 2026
Deal summary
One Four Nine Group has acquired Mowatt Financial Planning, an independent financial planning firm based in Easingwold near York. Terms were not disclosed. The transaction is One Four Nine’s first announced deal of 2026, was fully funded by Copper Street Capital, and takes the group’s total client assets to £2.2 billion. Following completion, Mowatt Financial Planning has been rebranded to One Four Nine Wealth. The group now has more than 30 financial planners and more than 5,500 clients.
About One Four Nine Group
One Four Nine Group is a nationwide independent Chartered financial planning and investment management firm. It operates through two divisions: One Four Nine Wealth, its financial planning arm, and One Four Nine Portfolio Management, which provides in-house discretionary investment management services. The group reported revenues of £12.1 million for the year ended 31 March 2025, up from £11.1 million the prior year, and is backed by private equity firm Copper Street Capital, which has supported the group since its 2021 launch.
About Mowatt Financial Planning
Mowatt Financial Planning was established in 2009 by Will Mowatt and is based in Easingwold, North Yorkshire. The firm built its reputation on long-term client relationships serving individuals and families across the Yorkshire region and beyond.
What happens next?
The rebrand from Mowatt Financial Planning to One Four Nine Wealth was done on completion. One Four Nine has said it is committed to preserving the firm's local presence in Yorkshire while integrating it into the group's broader infrastructure, investment capability, and client-service proposition.
What this deal means for IFA owners considering a sale
This transaction is a good example of the values-led deal that has become increasingly common in UK IFA M&A. Will Mowatt met with numerous potential acquirers and ultimately chose the buyer that most closely reflected his firm's culture and values. That process is one many IFA owners go through, and it illustrates why preparation and knowing your priorities before entering any sale process matters as much as the financials.
For IFA owners considering a sale, the market remains active, and buyer appetite is strong. Firms that take time to prepare properly and choose the right route to market are more likely to achieve an outcome that works for clients, staff and the seller.
If you are considering a sale, succession arrangement, or simply want to understand what a sale might entail in the current market, you can read more about how to prepare to sell your financial planning firm or browse recent IFA deals we have brokered.
One Four Nine Group's other recent acquisitions
Castlegate Capital – November 2024
Nottingham-based independent Chartered financial planning firm established in 2016, serving private and corporate clients across the UK. This was One Four Nine's tenth acquisition overall and its first deal of 2024. Castlegate rebranded to One Four Nine Wealth on completion and took the group's client assets to over £1.6 billion.
1st Chartered Financial Planning – September 2023
Lancashire-based independent financial planning firm founded in 1991, and at the time the only firm in Lancashire to hold accredited financial planning firm status from the CISI. This was One Four Nine's ninth acquisition and marked the launch of the One Four Nine Wealth brand, with the business rebranding on completion.
Rainbird & Co – July 2023
Plymouth-area financial advice firm established in 1997. One Four Nine said the deal marked its first move into the South West.
Considering your next chapter?
At Chapters Capital, we specialise in financial planning and wealth management M&A.
Whether you are considering a sale, merger, or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
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