Juno Wealth Management Limited - Leeds

Juno Wealth Management Limited: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Juno Wealth Management Limited presents itself as a dedicated service provider. Located at Sovereign Chambers, 46 Park Pl, Leeds LS1 2RY, United Kingdom, the company specializes in assisting clients with a wide range of financial needs and goals. Currently, Juno Wealth Management Limited has 0 reviews on Google My Business, highlighting the need for more client feedback and testimonials to fully assess its service quality. Despite this lack of immediate public reviews, the company’s commitment to accessibility and client-focused support remains a key aspect of its operational approach.

Location and Accessibility

The company’s physical address, located at Sovereign Chambers in Leeds, offers a convenient location for clients. The premises are designed with accessibility in mind, boasting a wheelchair-accessible car park and entrance, ensuring that individuals with mobility challenges can easily access the facilities. Furthermore, a wheelchair-accessible toilet is available, demonstrating a commitment to inclusivity. Standard facilities, including a toilet, are also provided for all visitors. This dedication to accessibility is a positive attribute for clients who may require specific accommodations. The company’s strategic location in Leeds allows for efficient service delivery to clients within the region.

Specialties and Services

Juno Wealth Management Limited’s primary specialty lies in providing comprehensive financial planning services. This encompasses a broad spectrum of areas, including:

• Retirement Planning: Helping clients develop strategies to secure a comfortable retirement, considering factors such as income, savings, and investment choices.
• Investment Management: Offering tailored investment portfolios designed to align with individual risk tolerances and financial objectives.
• Tax Planning: Providing guidance on minimizing tax liabilities through strategic financial decisions.
• Estate Planning: Assisting clients in organizing their assets and ensuring a smooth transfer of wealth to future generations.
• Financial Goal Setting: Collaborating with clients to identify their short-term and long-term financial goals and developing actionable plans to achieve them.

The company’s approach is centered on building long-term relationships with clients, acting as a trusted advisor throughout their financial journey. They prioritize understanding each client’s unique circumstances and crafting bespoke solutions to meet their specific requirements.

Operational Details and Recommendations

It’s recommended that prospective clients schedule an appointment with Juno Wealth Management Limited prior to their initial consultation. This allows the team to dedicate sufficient time to understanding the client’s financial situation and objectives. While they maintain a professional and welcoming environment, the concentrated nature of their service means that dedicated time slots are essential for a thorough assessment. Currently, there is no publicly available phone number listed, and the website address is also not readily accessible. This limited online presence warrants careful consideration and potentially direct contact via mail or email to ascertain current contact methods. The absence of recent reviews indicates a potentially nascent operation, making thorough due diligence, including independent research and potentially seeking references, crucial before engaging their services.

Current Standing and Considerations

The average opinion of 0/5 on Google My Business reflects the lack of client feedback. This doesn’t necessarily indicate poor service, but rather a recent establishment or a limited online presence. Individuals considering Juno Wealth Management Limited should approach this with caution and conduct their own investigation. It’s advisable to inquire about the qualifications and experience of the financial planners, their regulatory compliance, and their approach to risk management. Understanding their fee structure and the scope of services included is also paramount. Given the lack of publicly available information, a face-to-face meeting is strongly encouraged to assess the compatibility and the quality of the advice offered.

Summary

Juno Wealth Management Limited is a financial planning service provider located in Leeds, UK, committed to accessible facilities and personalized financial guidance. Despite a lack of recent reviews, the company’s focus on client needs and accessibility merits investigation, though prospective clients should conduct thorough due diligence due to limited publicly available information.