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What is important about money to you?

We understand that your life is unique. What your money enables you to do and have is personal to you.

About US

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.

[heading text_color=”text-light” header_align=”center” scroll_animation=”fadeInRight” scroll_animation_delay=”0.15″]ABOUT YOU[/heading][lead align=”justify” text_color=”text-light” scroll_animation=”fadeInRight” scroll_animation_delay=”0.15″]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
  • Trustees

This means we have the specialist and in-depth knowledge of their financial challenges and complications and how to address them.

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[heading header_align=”default” margin_top=”60″ scroll_animation=”fadeIn” scroll_animation_delay=”0.1″]WHAT WE DO[/heading][bordered_divider divider_color=”#38785b” scroll_animation=”fadeIn” scroll_animation_delay=”0.1″]

There are four primary elements to our process

We take time to understand where you are currently and more importantly what you want from life, your values and why these are important to you. 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 understood and undertaken some careful planning it is time to 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.

Possibly the most important part of our process is the review and forward planning sessions. Life has a funny way of just happening. What is currently a 10 year plan may suddenly need to happen in 5 or may even never happen as new more important goals take shape.

We love working long term with our clients and will take as active a role in seeing your plans through as you would like.

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