Over the years, we have developed a particular understanding of the specific needs of six ‘types’ of client;
This means we have the specialist and in-depth knowledge of their financial challenges and complications and how to address them.
Together we will explore where you are today and paint a picture of the future you want to build.
We will help you implement each part of your financial plan at the right time.
As things change over the years, whether this is in life, tax changes or legislation changes, we will always be there to ensure that we remain on top of everything, so that you have the best chance of achieving what’s most important to you.
As a firm, Juniper Wealth deliver a very personal and bespoke service. We use technology effectively to work with clients all over the country from our offices in Preston, Lancashire. This service would be impossible to deliver without our team of highly dedicated people who are really important to us.
If you hire Juniper Wealth Management as your Financial Planners you will soon discover how much of a team effort it is and how important this team is to your success.
”As small business owners, we felt we needed more than just off-the-shelf approaches to planning for our financial future..
Jon conducted a full review of our existing position, but, crucially for us, spent just as much time on what our aspirations for the future were, not just financially, but how we wanted to enjoy our lives.
Chris and Amy via VouchedFor
Tea or coffee
Always always coffee
16 Personalities type
INTJ – the Architect
Favourite comfort food
I am partial to a Double Decker but my go to treat has to be a full English breakfast!
Favourite activity / hobbies
I love music and can get lost for hours playing up one my basses or guitars.
I also love most sports but at the moment am really enjoying my swimming again.
Ambition/dream
I have too many to go into detail on but a simple one at the moment is to qualify for a European or World Masters Swimming competition. But I’ve promised my wife I’ll take her to New York first……..so probably should get that booked!
The best thing about your job / Juniper as a firm
I am very fortunate in that there aren’t many parts of my job that I dislike. But the best by far is spending time with my clients, discussing their dreams and ambitions and developing the plans to make this happen. I also get a great kick out of them spending their money, especially if it is something we have worked towards or planned for a long time.
Interesting/surprising fact
I once played an open-air gig in front of 7,000 people for a singer-songwriter. However, also on the lineup were Peter Andre and JLS. Not my coolest moment musically but it was a lot of fun!
Tea or Coffee
Flat white
16 personalities type
ESFJ – the Consul
Music to work to
I have a pop playlist for the office which has a mixture of Coldplay, U2 and pop music!
Favourite comfort food
Anything involving cheese
Favourite activity/hobbies
Yoga
Phil Wellington is an Investment Analyst at PortfolioMetrix, collaborating with Juniper Wealth Management as an outsourced Portfolio Manager. Since joining PortfolioMetrix in 2016, Phil has overseen asset allocation and fund selection processes, enabling the construction of diversified and customized portfolios.
His career began at the Bank of England in 2008, providing him with a solid foundation in financial analysis and investment management. Phil’s analytical acumen and market insights ensure that Juniper’s clients benefit from portfolios designed for long-term growth, tailored to individual goals and risk preferences.
Started with Juniper
1st November 2021
Tea or Coffee
Tea
16 Personalities Type
ISTJ – Logistician
Music to work to
Anything relaxing or the radio
Favourite comfort food
Home cooked fresh food – Gusto. Savoury over sweet
Favourite activity/hobbies
I regularly play football at the weekend and I am a big supporter of Swansea City FC. I also enjoy playing racquetball on a Thursday.
Surprising fact about you
I can speak a little bit of Welsh / Rydw i’n galli siarad tipyn bach o Gymraeg
Started with Juniper
1st November 2024
Tea or Coffee
Coffee
16 Personalities Type
ISTJ-T Logistician
Music to work to
Pretty much anything, but I do like a good podcast.
Favourite comfort food
I do love going out for a good Tapas but a Tony’s Chocolonely Hot Chocolate does the trick on a cold winter’s night.
Favourite activity/hobbies
I do love spending time with my daughters, which is a good job because I have 3 of them and they keep me very busy!
Surprising fact about you
My parents came to my first Juniper Christmas-Do……..my Dad’s work were doing their Christmas-Do at the same venue but nobody believes me 😂
Tea or Coffee
Coffee
16 personalities type
ISTJ – the Logistician
Music to work to
The Jam, The Style Council
Favourite comfort food
Steak and chips
Favourite activity/hobbies
Railways and trainspotting
Surprising fact about you
I support Norwich despite being from Leeds and growing up in Leicester
Alanis Daniel serves as an outsourced Compliance Consultant for Juniper Wealth Management through her role at The Verve Group. With a Diploma in Financial Planning (DipPFS), she provides compliance support and is responsible for quality assurance, offering practical advice on regulatory matters.
Alanis’s dedication to client care is evident in her compassionate approach, such as guiding clients through complex and emotional financial decisions. Her commitment to upholding the highest standards of compliance ensures that Juniper operates within regulatory frameworks, fostering trust and integrity in client relationships.
Tea or Coffee
Both – I’m a Yorkshire girl so love a good cup of tea but I’m also partial to a nice cappuccino.
16 personalities type
INFJ – the Advocate
Music to work to
I’m more of a podcast listener when working – I like a bit of deep meaningful chat when working on things.
Favourite comfort food
Hands down, you can’t beat a chocolate sponge pudding with chocolate custard!
Favourite activity/hobbies
I absolutely love cooking (and having friends around to help eat it).
Surprising fact about you
I’ve met the Queen!
Richard Jennings is the Founder and Director of Compound Paraplanning, bringing over a decade of experience in financial services to Juniper Wealth Management.
As a Chartered Financial Planner, Richard’s expertise lies in delivering high-quality paraplanning services that empower financial planners and their clients to make informed decisions.
His career, which began in 2011, includes roles as an Adviser Assistant, Paraplanner, and Paraplanning Team Leader, providing him with a comprehensive understanding of the financial planning process.
Richard’s commitment to excellence ensures that Juniper’s advisers receive meticulous and client-friendly financial plans, allowing them to focus on delivering exceptional service.
© 2022 Juniper. Juniper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration No. 973711. Juniper Wealth Management Limited is registered in England and Wales. Company No.07588034. Registered Office: Old Docks House, 90 Watery Lane, Preston, PR2 1AU
