BIMG Acquires Norfolk & Suffolk Financial Services

Beckett Investment Management Group has announced the acquisition of Norfolk & Suffolk Financial Services, with the transaction completing on 29 May 2026. The acquisition further strengthens Beckett’s presence across East Anglia and expands its ability to deliver high-quality financial planning and wealth management services to clients throughout the region.

Founded in Lowestoft, Norfolk & Suffolk Financial Services has built a strong reputation for providing independent financial advice and long-term financial planning to individuals, families and businesses. As a Chartered Financial Planning firm, the business shares Beckett’s commitment to professionalism, client service and high standards of advice.

The acquisition brings together two well-established East Anglian firms with a shared focus on helping clients achieve their financial goals through trusted, long-term relationships.

All members of the Norfolk & Suffolk team have joined Beckett Investment Management Group as part of the acquisition, ensuring continuity for clients and preserving the expertise and relationships that have been developed over many years. The firm’s Lowestoft office will continue to operate as normal, maintaining a strong local presence for clients across Norfolk and Suffolk.

Mike Davies, Managing Director of Norfolk & Suffolk Financial Services, said:

“This is an exciting new chapter for both our clients and our team. Since founding Norfolk & Suffolk Financial Services, our focus has always been on delivering high-quality, personal financial advice and building lasting relationships with our clients. As I look ahead to my retirement, it was important to find a partner that shares those values and could continue to support our clients and colleagues for many years to come. Beckett has a strong reputation, a commitment to putting clients first and an excellent cultural fit with our business. Importantly, our clients will continue to work with the people they know and trust, from the same Lowestoft office, while benefiting from the additional resources and expertise that come with being part of a larger organisation.”

Gavin Wood, Managing Director of Beckett Investment Management Group, said:

“We are delighted to welcome the Norfolk & Suffolk team and their clients to the Beckett family. Over many years they have built a respected Chartered Financial Planning business with a loyal client base and an excellent reputation for advice. Their values closely align with our own and we are excited to support the next stage of their journey. This acquisition further strengthens our presence across East Anglia and demonstrates our commitment to investing in talented people, maintaining strong local relationships and continuing to deliver outstanding outcomes for clients.”

The acquisition forms part of Beckett Investment Management Group’s long-term growth strategy and reinforces its commitment to providing high-quality financial planning and wealth management services across the region.