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

Low number of FTSE 100 female CEOs 'just not good enough' - Andrea Montague

Low number of FTSE 100 female CEOs 'just not good enough' - Andrea Montague

Senior leadership in financial services is attainable for women

Jenna Brown
clock 23 April 2025 • 3 min read
RLAM implements Sustainability Focus label across £11bn portfolio range

RLAM implements Sustainability Focus label across £11bn portfolio range

Across a mix of funds and trusts

Cristian Angeloni
clock 23 April 2025 • 1 min read
IFAs must show empathy not judgement during tough client life events

IFAs must show empathy not judgement during tough client life events

Financial implications of life events and what women need to consider

Jenna Brown
clock 23 April 2025 • 4 min read