Chartered, independent financial planners, Lucas Fettes Financial Planning, have acquired the business of fellow chartered financial planners, Andrew Dickson Limited.
Andrew Dickson limited are based between Diss and Bury St Edmunds and will add to Lucas Fettes’ national footprint, further strengthening its presence in the eastern region.
This acquisition will bring the total of private client assets which Lucas Fettes advise on to over £700m, as well as advising over 400 corporate clients and not for profit organisations.
Lucas Fettes Managing Director, Mark Brown, said: “We are delighted to welcome the Andrew Dickson team to Lucas Fettes with their professionalism and combined expertise which will further enhance our business”.
He went on to add: “We are growing the business by attracting like-minded professionals that want to work as part of a truly independent firm where the client’s interests are paramount.”
Lucas Fettes Operations Director, Jane Hudson, said: “Despite the challenging times we implemented a new back office system in July this year, supported by Curo, the market leading technology. There are strong synergies between the Lucas Fettes and Andrew Dickson businesses and our new technology will support the integration process.”
Kevin Froggatt will join the board of Lucas Fettes Financial Planning and support its continued expansion. He was keen to reassure clients that they will continue to receive a high level of expertise and personal service, saying “We are entering a new and exciting phase for the Rickinghall office. Now, more than ever, in these uncertain times, it is vital that our clients are supported by sound professional financial advice. The access to resources that being part of Lucas Fettes provides, ensures that we can continue to enhance our client service, whilst maintaining the long-standing personal approach that clients have welcomed over many years.”