Juniper Wealth Management

Juniper Wealth Management is a financial planning firm that provides services to its clients. They use technology to manage client relationships from their Preston office.
  • Ongoing financial advice
  • Bespoke financial planning
  • Wealth management services

Size
Small
Phone
01772 965 608
Email
Available in Endole App
Locations
Old Docks House, 90 Watery Ln, PR2 1AU
01772965608
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Perspective (Springfield)
Perspective (Springfield) is a financial planning and wealth management firm that focuses on providing tailored financial advice to clients.
atomos
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Archetype Financial Planning
Archetype Financial Planning offers independent, tailored, and trusted financial advice to help clients take control of their financial future.
Company Details
Juniper Wealth Management is operated by Juniper Wealth Management Limited and is a Active company incorporated on 1 April 2011 with the registered office located in Preston, Lancashire. Juniper Wealth Management Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
1
Age
14 years old
Employees
5
Turnover
Unreported
Total Assets
£180.79K
Cash in Bank
£46.66K
Total Liabilities
-£157.35K

Director • British • Lives in England • Born in Jan 1985
Mr Jonathan Leonard Doyle
PSC • British • Lives in England • Born in Jan 1985
Morgana Jane Loze-Doyle
PSC • British • Lives in England • Born in Sep 1984
Teams
All
3
Sales
1
Administration
1
Other
1
Founder And Financial Planner • Joined Oct 2018
Financial Administrator • Joined Nov 2021
Senior Adviser Assistant • Joined Jul 2024
Senior Adviser Assistant • Joined Jul 2024
Financial Administrator • Joined Nov 2021
Founder And Financial Planner • Joined Oct 2018