Juniper Wealth Management Ltd - Preston

Juniper Wealth Management Ltd is a reputable financial planning firm based in the United Kingdom. Located at Old Docks House, 90 Water Ln, Ashton-on-Ribble, Preston PR2 1AU, the company offers a range of financial services to its clients. The firm specializes in providing financial planning services, ensuring clients' financial stability and growth.

With a phone number of 1772965608 and a website at juniperwealth.co.uk, Juniper Wealth Management Ltd is easily accessible for those seeking their services. They provide on-site services and have a wheelchair-accessible entrance, toilet, and car park, making the location suitable for all clients.

Juniper Wealth Management Ltd has been praised by clients for their friendly, professional, and insightful approach to financial planning. Their expert advice has proven helpful for both personal and business financial decisions. With an impressive average rating of 5/5 based on 7 reviews on Google My Business, the company has established itself as a reliable and trusted financial planner in the United Kingdom.

👍 Reviews of Juniper Wealth Management Ltd

Paul S.

5/5

I have always found Jon and his team at Juniper to be friendly, professional, and insightful over the 10 years that they have been helping us with our personal and business finances.

john C.

5/5

Jon Doyle of Juniper wealth, has a wealth of useful information and great advice that is certainly helping my pension pot grow healthily. His advice for some of our business financial decisions has proven invaluable. Juniper is an evergreen bush whose fruit is used in gin and medicine, Jon is good medicine.

Jonathan L.

5/5

I couldn’t recommend Jon and the team enough, they go above and beyond! Such as ensuring that you’re comfortable with all the financial lingo!
They’ve been flexible with us whilst we’ve been juggling a newborn and trying to straighten up our finances, for that I’m very grateful.

Cheers,

Richard E.

5/5

A very professional service delivered with sincerity, which is why we have been taking advice from Juniper Wealth Management for almost a decade.

Russell R.

5/5

Professional, friendly and reliable team

Oaklands D. S.

5/5

Great advice from a very knowledgeable team!

Brid S.

5/5