Becketts acquires Ipswich-based Swallow Financial Planning

Exclusive: 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. 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 they bring strong technical knowledge and many years of c...

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 Companies

Tavistock snaps up hybrid advice firm for £6m in bid to refocus strategy

Tavistock snaps up hybrid advice firm for £6m in bid to refocus strategy

Acquires Lifetime Financial Management Intermediaries

Isabel Baxter
clock 11 September 2025 • 3 min read
Finli prepares 'sizable' acquisition as leadership transition gets underway

Finli prepares 'sizable' acquisition as leadership transition gets underway

Acquisition will bring in more younger advisers, Finli outgoing CDO says

Sahar Nazir
clock 11 September 2025 • 3 min read
Quilter welcomes latest intern cohort

Quilter welcomes latest intern cohort

Through wealth manager’s ‘Early Careers’ programme

Isabel Baxter
clock 10 September 2025 • 1 min read