FP Solutions joins Tilney Smith & Williamson’s Chelmsford office

06 January 2022
 

Tilney Smith & Williamson, the leading wealth management and professional services group, is pleased to announce 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.

Steve 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. Tilney Smith & Williamson in Chelmsford provides clients with expert financial planning and investment advice that is tailored to an individual’s needs and aspirations. The Chelmsford team offers a variety of financial services, including investment management, investment advisory and financial planning, to help clients reach their financial goals. 

FP Solutions provides a high quality and personalised service to clients and specialises in providing advice regarding pensions and investments.

Richard Dawes, Head of Strategic Partnerships at Tilney Smith & Williamson added: “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.”

Steve 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.”

About Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £56.0 billion of assets under management (as at 30 September 2021), it ranks as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021). The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices across 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its wide range of services includes assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.