One Four Nine Group

We're excited to be hosting our Charity Golf Day at Dundonald Links today in support of our Charity Partners of the Year: Beatson Cancer Charity, British Heart Foundation and Mind.

A huge thank you to all the teams attending - we're delighted that the event is officially full. With plenty of surprises planned and some incredible prizes up for grabs, including the chance to win £25,000 with a hole-in-one, it’s set to be a brilliant day.

Wishing everyone the best of luck on the course and a fantastic day all round! ⛳

Congratulations on your One Four Nine Wealth Warrior of the Month award win, Patrick! 🏆👏

Wishing Glasgow Warriors the best of luck in the weeks ahead, as attention turns to the forthcoming BKT United Rugby Championship play-offs.

🏆 Presenting your One Four Nine Wealth Men’s Warrior of the Month for April, as voted for by you…

Congratulations, Patrick! 😃

More: tinyurl.com/yc8xndum

| One Four Nine Group

We’re delighted to announce that One Four Nine Portfolio Management have been recognised at the highly regarded Defaqto MPS Comparator Awards 2026, receiving two prestigious awards:

Peer Group: Defensive Comparator
🥇Winner: Passive – OFN Defensive (Passive)

Peer Group: Cautious Comparator
🥇Winner: Passive – OFNPM Balanced (Passive)

These awards are particularly meaningful as they are based on “best of breed” portfolios, assessed using risk-adjusted performance metrics over a 5-year period (to 31 December 2025).

Defaqto’s methodology focuses on a modified Sharpe Ratio, analysing monthly price data to identify portfolios that have delivered consistently strong performance relative to risk, compared with their peer groups. This rigorous, data-driven approach ensures that recognised portfolios truly stand out in their category.

In a market where demonstrating value for money is increasingly important, the Defaqto MPS Comparator provides a robust framework to assess both cost and performance, helping advisers and clients make more informed decisions.

This recognition reflects our continued focus on delivering consistent, risk-aware performance, maintaining disciplined portfolio construction, and supporting advisers and their clients with confidence.

A big thank you to our clients for their ongoing trust and support, and a huge congratulations to the One Four Nine Portfolio Management team on their continued success.

You can find out more about One Four Nine Portfolio Management and our award-winning Managed Portfolio Service on our website here: https://www.onefourninegroup.co.uk/investments/

Although the 2026/27 tax year has only just begun, getting started early can help you make the most of your ISA allowances and support long-term growth.

In the latest edition of our One Four Nine Wealth Client Magazine, we look at how shifting financial pressures are reshaping retirement. From the rise of “unretiring” to a growing preference for more flexible later-life planning, the landscape is changing quickly.

We also explore the significant pension and Inheritance Tax changes due in 2027, what they could mean for your legacy, and practical steps to help protect and grow your wealth in an increasingly complex environment.

You can read the full issue of the One Four Nine Wealth Client Magazine to make informed decisions and strengthen your financial position on our website here: https://www.onefourninegroup.co.uk/financial-planning/resources/magazines/one-four-nine-wealth-magazine-may-june-2026/

After securing their place in the BKT United Rugby Championship play-offs, it’s time to have your say on who you think should be crowned the Glasgow Warriors One Four Nine Wealth April Warrior of the Month winner. 🏆🏉

Vote below 👇

Presenting your nominees for One Four Nine Wealth Men's Warrior of the Month for April - who gets your vote? 👀

📰 tinyurl.com/ms93hyxm
🗳️ bit.ly/4ndTYLw

| One Four Nine Group

A proud moment for our sponsored team! ⚽️🏆

Halifax FC Girls U16s lifted the County Cup on Saturday, with a dominant 6–0 win over Bradford City U16s.

Huge congratulations to the whole squad, with special shout-outs to Millie Charlton, who scored a hat-trick, and Immy Taylor, Player of the Match.

What a day for all the girls!

🏆 U16 West Riding County Cup Champions 🏆

What a statement for girls’ football in West Yorkshire 👏⚽️

Entering the competition for the very first time… and what did they do?They came, they conquered, and they absolutely smashed it 💥

To score SIX outstanding goals in a cup final and keep a clean sheet… simply unbelievable. This group of girls is something truly special 💙

Every single one of you fully deserved to get your hands on that silverware 🏆

Remember these moments forever, this is what all the hard work is for.

Champions. Always. ✨

We’re proud to introduce our new Charity Partners for the 2026/27 fundraising year, chosen by our team at One Four Nine Group: Beatson Cancer Charity, British Heart Foundation and Mind.

Each of these organisations is making a powerful impact. Beatson Cancer Charity supports people affected by cancer across Scotland, the British Heart Foundation drives life-saving research into heart and circulatory diseases, and Mind ensures that no one has to face a mental health problem alone in England and Wales.

After an incredible first year of fundraising, raising over £40,000 for Alzheimer’s Society and Alzheimer’s Scotland in the fight against dementia – which could pay for 4,000 calls answered on the Dementia Support Line or 12 months of funding for a PHD research student - and we’re aiming even higher and are excited to build on that momentum in the year ahead.

We look forward to sharing updates on our fundraising journey throughout the year here on Facebook, so be sure to keep an eye out.

In the meantime, don’t forget to visit our Charity Fundraising webpage for the latest news, progress, and to find out how you can support our efforts: https://www.onefourninegroup.co.uk/financial-planning/charity/charity-fundraising-2026-27/

We’re pleased to announce that One Four Nine Group has welcomed York based Mowatt Financial Planning to the business, marking our first acquisition of 2026.

Mowatt is known for its client led approach and long standing relationships. Now rebranded and operating as One Four Nine Wealth, the team becomes part of our national platform while continuing to serve clients across Yorkshire.

This addition takes One Four Nine Group’s total client assets to £2.2 billion and reflects steady progress in our growth strategy, supported by our long term partner Copper Street Capital.

Read the full story at the link below.

Exclusive: One Four Nine grows to £2.2bn AUA with York advice firm deal One Four Nine Group has acquired York-based Mowatt Financial Planning in its first deal of 2026, taking total assets under advice across the group to £2.2bn.

Following our recent achievement of being named a Top-Rated Adviser Firm 2026 by VouchedFor for the second consecutive year, we’re delighted to announce that we’ve also been shortlisted for the ‘Client Care – Financial Advice’ category at the 2026 Client Experience Awards!

Being shortlisted for another award from VouchedFor is a testament to our teams ongoing commitment to putting clients at the heart of everything we do.

From providing clear, personalised financial guidance to ensuring every interaction feels supportive and transparent, we’re incredibly proud of the high standards that our team continues to uphold.

We’re looking forward to tuning in to the awards ceremony on Thursday 7 May and hopeful for a positive result!

We were delighted to have the rising stars from the FOSROC Young Warriors Camps join us in presenting Alex Samuel with his One Four Nine Wealth March Warrior of the Month award 🏆

With Glasgow Warriors preparing for their first ever Investec Champions Cup Quarter-Final this weekend against RC Toulon, all while sitting proudly at the top of the BKT United Rugby Championship table, it was a brilliant moment for Scotland’s future talent to meet and learn from Alex, who has represented his country at international level.

We'd like to wish the Warriors the best for the weekend and remainder of the season, as we support the club in the hope of bringing home more silverware to Scotstoun in the coming months!