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. Feel free to read more about this on our blog.
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 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.
Over the years, we have developed a particular understanding of the specific needs of six ‘types’ of client
- Dentists and Doctors
- Business owners and Directors
- Senior executives and professionals
- Wealthy individuals and their families
- Charities and Non-profit organisations
This means we have the specialist and in-depth knowledge of their financial challenges and complications and how to address them.