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 for free

  • 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

HMRC social media scam report email used just three times

HMRC social media scam report email used just three times

‘Dispiriting’ figure suggests public knowledge gap on fraud reporting

Jen Frost
clock 20 July 2026 • 5 min read
Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read