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...

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

Aberdeen reshuffles executives as Jonathan Asquith named interim chair

Aberdeen reshuffles executives as Jonathan Asquith named interim chair

Douglas Flint set to step down

Linus Uhlig
clock 26 March 2026 • 1 min read
Perspective buys six advice firms in first quarter

Perspective buys six advice firms in first quarter

Adding £825m in assets

Jen Frost
clock 26 March 2026 • 2 min read
Tatton-backed Absolute Financial snaps up second IFA

Tatton-backed Absolute Financial snaps up second IFA

HR Independent Financial Services joins as the firm eyes eight more

Isabel Baxter
clock 23 March 2026 • 1 min read