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

Advice firms report that around four in ten clients are vulnerable - MorganAsh

Advice firms report that around four in ten clients are vulnerable - MorganAsh

Data from the MorganAsh Resilience System

Jaskeet Briah
clock 28 May 2026 • 2 min read
Student loans present 'almost impossible' financial planning question

Student loans present 'almost impossible' financial planning question

To be a 'burden' for years to come, advisers say

Sophia Panayi
clock 28 May 2026 • 5 min read
Advice consolidation: Reputation, regulation and a transforming market

Advice consolidation: Reputation, regulation and a transforming market

Growth alone is no longer enough

Isabel Baxter
clock 27 May 2026 • 5 min read