Our people are really important to us. Financial Planning is a team effort and we only want the best people be on our team.
If you take advice from Juniper Wealth management you will soon discover how much of a team effort it is.
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.
We take time to understand where your current situation & what you want from life.
Putting the time in here helps you and us understand if we are a good fit. We will only work with clients where we believe we can add real value.
We start by sketching our your future based on your current lifestyle and situation.
This answers vital questions such as “If we carry on doing what we are doing now will we end up where we want and expect to be?” and “will we outlive our money or will our money outlive us?”
Having undertaken some careful planning we put the plan into action.
We will go through the plan in detail with you and help you understand how it will help you achieve you goals. This is a stage where we encourage clients to ask as many questions as they can.
Life has a funny way of just happening. So we regularly review your plan.
We love working long term with our clients and will take as active a role in seeing your plans through as you would like.