- Home
- News
- Insight & Analysis
- Real life case study: Carl Martin of Carpenter Rees
Accountancy firm adds senior Planner in growth push
Accountancy firm BHP has added a senior Financial Planner to its management team as it looks to expand its financial advice business.
Jonathan Lecomber has joined BHP Financial Planning from Succession Wealth, bringing over 10 years of Financial Planning experience.
The firm has also promoted Tim Clasper to its senior management team. He has worked at the accountancy firm’s Financial Planning arm since 2019 and has joined the senior management team following his completion of the respected PDW Management Academy.
Joy Clegg, managing director of BHP Financial Planning, said the appointments were part of the privately-owned firm’s succession planning strategy.
She said: “As we move forward with our growth strategy, it’s important to ensure we have the right people in place and the next generation of talent coming through to lead the team and support our clients not just today but into the future.
“Jonathan's appointment helps us to achieve this, and we are delighted to have him on board alongside Tim’s deserved promotion. We continue to invest in the development of our brilliant team to deliver excellent service to our clients.”
BHP Financial Planning has a team of 28 and advises more than 500 clients including business owners, trustees and individuals. The firm offers services ranging from investment, retirement and tax planning to trusts and estates advice. It has over £400m of client assets under management.
Parent firm BHP is one of the largest independent accountancy firms in the north of England. The firm has more than 450 staff, including 35 partners at offices in Sheffield, Cleckheaton, Leeds, Chesterfield, and York.
In recent years many accountancy firms have entered the Financial Planning space either via acquisition or organic growth.
Accountancy firms with Financial Planning and wealth management arms include MHA MacIntyre Hudson, Old Mill, Carpenter Box and Evelyn Partners.