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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.
Company Details
- Employees
- 10
- Founded
- -
- Address
- The Old Docks House, 90 Water Lane,united Kingdom
- Industry
- Financial Services
- Website
- juniperwealth.co.uk
- Keywords
- Preston.
- HQ
- Preston, Lancs
Juniper Questions
Juniper's website is juniperwealth.co.uk
Juniper's LinkedIn profile is https://uk.linkedin.com/company/juniper-wealth
Juniper has
10 employees.
View email and phone details for 10
employees at Juniper.
Juniper's industry is
Financial Services
Juniper's categories are Financial Services
Juniper's founding year is 2018
Top Juniper Employees
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Jon Doyle
Founder | Financial Planner | Helping…
Preston, England, United Kingdom, United Kingdom2gmail.com, gmail.com
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