Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock • 1 min read

Suffolk-based Chartered firm Beckett Investment Management has bought Felixstowe firm Paul Schwer Financial Services.

As a result of the acquisition, Paul Schwer, the adviser who owns the Felixstowe-based firm, will retire, passing along his client bank to Beckett IM in the process. Beckett IM managing director Ian White said: "2021 is proving to be a milestone year for our business, which has continued to build on the strong foundations and excellent market reputation we are proud to have established over more than 30 years. "We are a purpose-driven people business with deep roots in our local community, two factors which are integral to our continued success. We are fortunate to benefit from many r...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

TISA welcomes tabled amendment allowing for personalised guidance

TISA welcomes tabled amendment allowing for personalised guidance

‘Crucial that consumers have access to targeted and effective support’

Ayesha Venkataraman
clock 25 November 2022 • 2 min read
7IM said the number of clients who would make different choices suggested that the industry still hadn't got it together to offer robust, yet flexible, solutions that deliver the right outcomes for advisers and their clients

Third of UK retirees need 'more support' before making decisions       

Advisers have the toughest role to play in retirement planning, experts say

Julia Bahr
clock 24 November 2022 • 2 min read
Hybrid advice models to tackle lack of investor confidence

Hybrid advice models to tackle lack of investor confidence

Number of firms in the hybrid space expected to grow near-term

Julia Bahr
clock 24 November 2022 • 4 min read