Tilney Smith & Williamson (TSW) has acquired independent financial advice (IFA) firm FP Solutions for undisclosed amount.
This deal is part of the firm’s succession programme that was launched in November last year with the acquisition of Explore Wealth Management.
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FP Solutions provides personalised service to clients with a focus on pensions and investment advice.
Under the agreement, the company’s founder and owner Steve Jupp will join TSW’s Chelmsford office and will report to financial planning partner Pete Beasant.
The Chelmsford team offers a range of financial services, including investment management, investment advisory and financial planning.
Tilney Smith & Williamson Head of Strategic Partnerships Richard Dawes said: “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.”
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By GlobalDataSteve 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.”
Last month, TSW named Sian Steele as its head of private client tax services, a month after the firm appointed Andrew Lewin as an investment director in its London office.
