Becketts has acquired Absolute Sense Financial Planners, a highly respected Chartered financial planning firm based in Ely with more than £135 million in assets under advice and over 350 clients. The acquisition strengthens Beckett’s position in East Anglia and enhances the breadth of expertise available to clients across the region.
Two Chartered Financial Planners —Paul Waggitt and Russell Hall — will transfer to Becketts to ensure continuityIan White (left) welcomes Paul Waggitt and Russell Hall to Becketts for clients and a smooth transition. Both bring extensive technical knowledge, long-standing client relationships and a strong commitment to high-quality, personalised financial planning. They also bring additional expertise with their specialist accreditations in later life financial planning and advising clients on divorce.
Following the transaction, founder Peter Waggitt will retire. He expressed his support for the move and confidence in the future for clients and the team: “After many years building Absolute Sense, my priority was ensuring our clients and our people would be well looked after. Becketts’ values, professionalism and client-first approach align strongly with everything we have stood for. I am confident this is the right home for our clients and for Russell and Paul as they continue their careers.”
As part of the integration, Absolute Sense’s Ely office will close, and the team will relocate to Becketts’ head office in Bury St Edmunds.
Ian White, Executive Chair of Beckett Investment Management Group, welcomed the acquisition: “Absolute Sense has earned a strong reputation for excellent client service and technically robust advice. Paul and Russell are highly experienced Chartered Financial Planners, and we are delighted they are joining the Becketts team. This acquisition aligns perfectly with our long-term strategy of growing with high-quality firms that share our values and our commitment to clients.”
Paul Waggitt, Chartered Financial Planner, added: “Joining Becketts marks an exciting new chapter for us and for our clients. We see a strong cultural fit — a people-centred approach, high professional standards and a genuine focus on delivering great outcomes. All of the team at Becketts have gone out of their way to accommodate the transition and this a testament of a company with the right values. They are not just another financial planning firm looking to buy clients. We look forward to being part of Becketts’ continued growth and supporting our clients with access to wider expertise and resources.”
