Accounting Firms

Tilney Smith & Williamson adds FP Solutions owner to its team

Steve Jupp will join the Chelmsford office, and will report into financial planning partner Pete Beasant

Tilney Smith and Williamson has announced that Steve Jupp, the founder and owner of independent financial advice firm FP Solutions, will be joining its Chelmsford office.

This is the second deal in its recently launched succession programme which has been designed to provide financial advisers approaching retirement with an opportunity to migrate their clients to a new, long-term home with a high-quality holistic wealth management proposition.

Jupp will join the team at Summit House, which is located in the centre of Chelmsford near to Chelmsford Cathedral, and will report into financial planning partner Pete Beasant.

The Chelmsford team offers a variety of financial services, including investment management, investment advisory and financial planning, to help clients reach their financial goals.

Richard Dawes, head of strategic partnerships, said: “I am delighted that Steve Jupp is joining our Chelmsford office as part of our succession programme. Steve has built a great business working with clients from across Essex and this move will ensure they continue to receive a high-quality, personalised service for many years to come.

‘The announcement also demonstrates our commitment to continue growing our business in Chelmsford and the wider Essex area.”

Jupp added: “I look forward to working with Tilney Smith & Williamson in the coming years in order to enhance the quality of my client proposition. I am confident that my clients will benefit enormously from the ongoing services and advice that Tilney Smith & Williamson can provide.”

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