Beckett Investment Management Group has acquired Swallow Financial Planning, a Chartered financial planning firm in Ipswi
ch that has been serving clients for more than 30 years. The move strengthens Becketts’ presence in East Anglia and broadens the services available to clients.
Joshua Lamb, a Chartered Financial Planner, and an experienced 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 client experience.
Following the transaction, Andrew Swallow — owner of Swallow Financial Planning — will retire. He has expressed confidence in the move and his support for the team’s future within Becketts: “After many successful years running Swallow Financial Planning, I wanted to ensure our clients and team would continue to thrive. Becketts shares our commitment to putting clients first, and I am confident this step will bring new opportunities for both clients and staff.”
Gavin Wood, Managing Director of Becketts, said: “We are delighted to welcome Joshua Lamb and his colleagues from Swallow Financial Planning. Their values and approach to financial planning match our own. This acquisition strengthens our ability to deliver expert advice and a personal service.”
The acquisition marks another step in Becketts’ growth strategy and reinforces its reputation for providing high-quality financial advice with long-term stability for clients and staff.
