Becketts acquires Ipswich-based Swallow Financial Planning

Owner Andrew Swallow to retire

Isabel Baxter
clock • 1 min read

Suffolk-based Beckett Investment Management Group (Becketts) has acquired Swallow Financial Planning.

Based in Ipswich, Swallow Financial Planning is a Chartered financial planning firm led by owner Andrew Swallow, who will be retiring following the transaction. The firm has been that has been serving clients for more than 30 years and Becketts said the move strengthens its presence in East Anglia and broadens the services available to clients. The acquisition will add approximately £90m of assets. Chartered financial planner Joshua Lamb and the team from Swallow Financial Planning are transferring to Becketts to "ensure continuity for clients and a smooth transition". "Together th...

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