As financial planners, it is a real privilege to be able to look after clients. Clients share hopes and fears with us that they rarely speak to friends or family about. They turn to us to prepare for a fantastic future and to counsel them at times of financial or emotional stress. Delivering advice to help clients achieve their goals and fulfil their aspirations, as well as guiding them through life’s challenges, is what we do and what we love. At Juniper we take the time to truly understand you. Using our collective knowledge and experience, we then develop plans focused on you and your needs, whilst cherishing the relationships we build and the journeys we share.
When we set up Juniper Financial Planning, we did it for one reason. We wanted to create the conditions to work hard and be proud of what we do and the business we have created. Between us we have over 50 years of industry experience working both in large corporate firms and smaller boutique companies. At Juniper we deliver the best of both models, where you can benefit from efficient processes and economies of scale, whilst we deliver a uniquely personalised service for you. We want you to love what we do and how we do it. We want you to be proud that you too are part of Juniper.
Being part of Juniper means we grow together.
Approver Quilter Financial Services Limited. 24/01/24.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Prestwick Business Centre, 9 Skye Road, Prestwick,ayrshire Ka9 2ta,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.juniperfp.co.uk
- Keywords
- Financial Planning, Retirement Planning, Inheritance Tax Advice, Investments, Cashflow Modelling, Wealth Management, Financial Advice, Protection Advice.
- HQ
- Prestwick , Ayrshire
Juniper Financial Planning Questions
Juniper Financial Planning's website is http://www.juniperfp.co.uk
Juniper Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/juniperfp
Juniper Financial Planning has
4 employees.
View email and phone details for 4
employees at Juniper Financial Planning.
Juniper Financial Planning's industry is
Financial Services
Juniper Financial Planning's top competitors are
Policy Services,
Juniper,
Edinburgh Wealth Management,
Kpm Residential Ltd,
Kpw Investments,
The Mckinstry Company,
Dundonald Castle & Visitor Centre,
Quilter Financial Planning,
Acumen Financial Planning,
Concept Financial Planning Ltd.
Juniper Financial Planning's categories are Financial Services
Juniper Financial Planning's founding year is 2023
