Beckett Investment Management Group (BIMG) has acquired Lowestoft-based Norfolk & Suffolk Financial Services.
Becketts – with offices in Norwich, Ipswich and Bury St Edmunds – is recognised as one of the largest regional providers of financial advice to individuals and corporate clients.
With the acquisition further strengthening BIMG’s presence across the region, it also brings together two well-established East Anglian firms with a shared focus on helping clients achieve their financial goals through trusted, long-term relationships.
Chartered Financial Planning firm Norfolk & Suffolk Financial Services was founded in Lowestoft in 1974, and has built a strong reputation for providing independent financial advice and long-term financial planning to individuals, families and businesses
All Norfolk & Suffolk Financial Services staff members have now joined BIMG as part of the purchase, with the firm’s Lowestoft office at Quay View Business Park on Barnards Way continuing to operate as normal.
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.
“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 BIMG, 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.
“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.”