Strategic growth through aligned acquisition

One Four Nine Group has acquired Mowatt Financial Planning in its 12th acquisition since launching in 2021. The deal, brokered by Gunner & Co., increases total client assets to £2.2bn and strengthens the group’s UK financial planning platform.

Moreover, the transaction reflects One Four Nine’s consistent approach to acquisitions. The group focuses on client-led, collaborative deals that support long-term growth for all parties.

A shared commitment to client outcomes

Mowatt Financial Planning, based in York, has built a strong reputation for delivering high-quality, personalised advice. As a result, it aligns closely with One Four Nine Group’s core values and long-term vision.

Sanjay commented that the business has developed a “fantastic high service proposition” and shares many of the same principles. He added that the group looks forward to supporting the next phase of growth.

Importantly, the acquisition will maintain the firm’s client-first approach while providing access to broader infrastructure and investment capability.

A collaborative and structured process

One Four Nine Group emphasised that its acquisition strategy remains consistent. Each transaction is designed to protect what business owners have built, while also creating a platform for sustainable growth.

Therefore, the process prioritises collaboration, cultural alignment, and long-term outcomes. This ensures continuity for clients, stability for staff, and scalability for the business.

Client and seller perspective

Sheila Mowatt said: “The Gunner & Co. team understood our business and aspirations completely to ensure best fit for us and our clients. Their knowledge of the market opened up a range of options we had not previously considered.”

Her comments highlight the importance of market insight and tailored advice when navigating a sale process. Access to the right buyers and positioning can significantly influence outcomes.

Gunner & Co. perspective

Louise Jeffreys, Managing Director at Gunner & Co., said:

“From the start, the cultural alignment between One Four Nine Group and Mowatt Financial Planning was clear, especially regarding their shared commitment to client outcomes and high service standards. Helping facilitate a process that delivers a true win-win for everyone involved is exactly what we strive for.”

She added that the transaction reflects the importance of aligning values as well as commercial objectives in today’s consolidation market.

Supporting the next phase of growth

Following completion, Mowatt Financial Planning will be rebranded as One Four Nine Wealth. In addition, the business will benefit from the group’s wider platform, investment capability, and operational support.

The transaction was funded by Copper Street Capital, One Four Nine’s investment partner. As a result, the group is well positioned to continue its acquisition strategy and expand its national footprint.

Continued consolidation in financial planning

This deal highlights ongoing consolidation across the UK financial planning sector. Increasingly, firms are seeking scale, efficiency, and stronger infrastructure through acquisition.

At the same time, cultural alignment and client continuity remain key decision factors. As demonstrated in this transaction, successful deals balance both strategic growth and long-term client outcomes.

Considering a sale?

If you are considering the future of your financial planning or wealth management business, understanding your options is key. Gunner & Co. supports business owners through every stage of the sale process, from preparation to completion. Book a meeting with our Head of Brokerage Gwill here