At Juniper Wealth Management we do things a bit differently. We work hard to understand what is important about money to you and what you value most in life. We then put a tailored plan together to help you protect what is important to you and provide for what you value most. We use familiar tools such as ISAs, Pensions, Trusts and Life Insurance to do this as well as specialist software and most importantly asking good questions and listening hard. We are called Juniper because it is a strong , evergreen but also a highly flexible plant. Despite growing in some rather tough conditions it produces a very fun and enjoyable fruit. We like to think this is rather like our financial planning. Strong, evergreen, flexible with rather enjoyable fruits. Fortunately for you we find money and finance very interesting and have some very strong views on how it should be looked after and managed.
| Website | https://juniperwealth.co.uk |
| Employees | 10 (3 on RocketReach) |
| Founded | 2018 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Financial Planning, Wealth Preservation, Wealth Building, Portfolio Management, Personal Finance, Investment Advice, Financial Security, Asset Management, Investment Strategies, Financial Consulting, Retirement Planning, Risk Management, Financial Future, Long Term Investing, Estate Planning, Customized Plans, Tailored Solutions, Tax Planning |
| Competitors | Revolut, Barclays Wealth Management, Schroders, Gilson Gray Financial Management, RBC Brewin Dolphin, Quilter, Hargreaves Lansdown, Charles Stanley & Co. Limited, Fidelity Adviser Solutions, Cazenove Capital +39 more (view full list) |
Looking for a particular Juniper employee's phone or email?
Jon Doyle is the Founder and Financial Planner of Juniper.
3 people are employed at Juniper.