Waveney Valley IFAs Joins Forces With Becketts
Becketts has acquired Waveney Valley Independent Financial Advisers Ltd.
Waveney Valley IFAs was formed in 2018 with the vision of creating a great place for clients to receive advice and for staff to work. Principal David Bullard and fellow Directors, Lee Disney and Paul Burnham have advised around 500 clients across East Anglia.
David and Lee will join Becketts as Senior Financial Planners along with the firm’s two back-office staff. Paul is set to retire from financial services after over two decades in the profession.
David said: “Becketts was the obvious home for Waveney because it shares the same values of integrity, professionalism and operational excellence as we do. We are excited to be part of a larger company that can help us deliver exceptional client outcomes whilst benefitting from operational efficiencies.”
Becketts CEO Ian White said: “There was a clear synergy between Waveney and Becketts that made them an attractive acquisition for us. David, Lee and Paul have worked tirelessly to establish a reputable financial planning firm that puts clients at the centre of everything they do. Our objective is to consistently employ the best financial planners and back-office professionals whenever the opportunity arises.”
