We are happy to announce that we have acquired the business and assets of fellow Chartered Financial Planners, Andrew Dickson limited.
Andrew Dickson limited are based between Diss and Bury St Edmunds and will add to our national footprint, whilst further strengthening our presence in the eastern region.
This acquisition will bring the total of private client assets which we advise on to over £700m, as well as advising over 400 corporate clients and not for profit organisations.
Managing Director, Mark Brown, said “We are delighted to welcome the Andrew Dickson team to Lucas Fettes with their professionalism and combined expertise”.
He went on to add “We look for any acquisition opportunity to enhance our overall business, which this certainly will.”
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 and support our 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.”
Please do call your usual Lucas Fettes Financial Planning contact should you have any questions regarding this or if you require assistance with any financial planning matter. In the meantime, please refer to the ‘Our locations’ page for updated office information.