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...

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