Beckett Investment Management has acquired Swallow Financial Planning, a chartered financial planning firm based in Ipswich, for an undisclosed amount.
The move has strengthened Becketts’ presence in East Anglia and will broaden the services available to clients.
Under the terms of the agreement, chartered financial planner at Swallow Financial Planning, Joshua Lamb, will transfer to Becketts to ensure continuity for clients and a smooth transition.
Following the transaction, the owner of Swallow Financial Planning, Andrew Swallow, plans to retire.
He expressed confidence in the move and stated: “After many successful years running Swallow Financial Planning, I wanted to ensure our clients and team would continue to thrive. Becketts shares our commitment to putting clients first, and I am confident this step will bring new opportunities for both clients and staff.”
Managing director of Becketts, Gavin Wood, added: “We are delighted to welcome Joshua Lamb and his colleagues from Swallow Financial Planning. Their values and approach to financial planning match our own. This acquisition strengthens our ability to deliver expert advice and a personal service.”
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