A Preston-based independent financial planning practice is celebrating a year of being open.Advertisement
Juniper Wealth Management is based in the Old Docks House and delivers financial planning to clients.
Jon Doyle decided to set up his own practice after a decade of working in banks and regional Independent Financial Advisory firms.
The small team consists of him as the Founder and Financial Planner, Morgana Loze-Doyle as Marketing Manager and Megan Turner as the company Administrator.
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They pride themselves on using familiar tools such as pensions, ISAs, investments, insurances and Trusts to help clients understand how to live the life they want to live and not run out of money.
Jon believes the financial planning he provides is firm; strong and evergreen hence the name Juniper, the strong, evergreen but also highly flexible plant.
In celebrating their first year, they are now looking to the future and are excited to see the team continue to expand and deliver their brand of financial planning across the North West.
Jon said: “It’s been a really exciting year. I feel we have achieved some great things along the way and I have been amazed at the support we have had both from clients and the business community in Preston and the wider North West. It really is a great time to be in business in Preston. To help us continue challenging the way Financial Planning is delivered whilst providing a top-level service to our clients we are looking at expanding our team in the new year. Beyond that we simply love what we do and care a lot about our clients which I think is a recipe for success and continued growth.”
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