Beckett Investment Management Group has acquired Ipswich-based Swallow Financial Planning in a deal that marks a significant step in the firm’s expansion.

The transaction brings an additional £90m in assets under management to Becketts and sees the entire Swallow team transfer across, ensuring continuity of service for clients.

Long-standing owner Andrew Swallow has chosen this moment to retire, handing over the reins to Joshua Lamb, who will continue to lead the team under the Becketts brand.

The acquisition underlines Becketts’ ongoing growth strategy, consolidating its presence in East Anglia and strengthening its position as a leading regional wealth manager.