Essex advisory firm joins Tilney Smith & Williamson succession programme

Transition for clients

Jenna Brown
clock • 1 min read

Tilney Smith & Williamson’s succession programme for retiring IFAs has secured its second firm with FP Solutions joining its Essex branch.

Founder and owner of FP Solutions Steve Jupp will operate from the wealth management and professional service group's Chelmsford office as he works to transfer his client base through the programme. The succession programme, launched in October last year, was set up to provide advisers approaching retirement with an opportunity to migrate their clients before they leave financial services. Jupp is set to join the central Chelmsford office and report into financial planning partner Pete Beasant. Richard Dawes, head of strategic partnerships at Tilney Smith & Williamson said: "I am d...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA to consult on pensions targeted support from December

FCA to consult on pensions targeted support from December

Consultation comes amid Advice Guidance Boundary Review

Sahar Nazir
clock 15 November 2024 • 2 min read
London Capital & Finance operated as Ponzi scheme, High Court rules

London Capital & Finance operated as Ponzi scheme, High Court rules

Now failed LCF raised £237m from 11,600 retail investors

Sahar Nazir
clock 15 November 2024 • 2 min read
Feel Good Friday: Square Mile charity quiz raises more than £16,000

Feel Good Friday: Square Mile charity quiz raises more than £16,000

Raises much-needed funds for Starlight Children’s Foundation

Professional Adviser
clock 15 November 2024 • 1 min read