Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock • 1 min read
Suffolk adviser Beckett IM buys local IFA

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...

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

Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Helen Pridham

Helen Pridham: Industry pays tribute to trailblazing journalist and businesswoman

Founder of The Pridham Report

James Baxter-Derrington
clock 19 May 2022 • 5 min read
Martin Jennings, CEO at Parmenion

Parmenion AUM up 17% in 2021 to £9.6bn

‘A year of record results’

clock 18 May 2022 • 2 min read