Andrew Dickson is based between Diss and Bury St Edmunds and will add to Lucas Fettes’ national network and increase its presence in the east of England.
The acquisition for an undisclosed sum will boost private client assets at Lucas Fettes to over £700m managed for 400 corporate clients and not for profit organisations.
Lucas Fettes Financial Planning is a Chartered Financial Planning firm which provides Financial Planning and employee benefit services to private, corporate, and not-for-profit clients. It was established in 1980 and employs 55+ staff across 6 offices (post acquisition).
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”.
Lucas Fettes operations director Jane Hudson, said: “There are strong synergies between the Lucas Fettes and Andrew Dickson businesses and our new technology (Curo) will support the integration process.”
Andrew Dickson’s Kevin Froggatt will join the board of Lucas Fettes Financial Planning and support expansion.