Juniper Financial Planning

Juniper Financial Planning offers financial planning and wealth management services, focusing on understanding clients' needs and aspirations. The team has over 50 years of combined industry experience and aims to assist clients with financial challenges.
  • Protection
  • Investments
  • Long Term Care
  • Cashflow Modelling
  • Retirement Planning
  • Tax & Estate Planning

Size
Small
Phone
N/A
Email
N/A
Locations
Business Centre, 9 Skye Rd, KA9 2TA
01292388300
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Juniper Financial Planning is operated by Juniper Financial Planning Ltd and is a Active company incorporated on 1 November 2023 with the registered office located in Prestwick, Ayrshire and Arran. Juniper Financial Planning Ltd was registered 2 years ago.

Status
Active
Size
Micro
Directors
3
Age
2 years old
Employees
4
Turnover
Unreported
Total Assets
£192.12K
Cash in Bank
Unreported
Total Liabilities
-£172.34K

Director • PSC • Financial Adviser • British • Lives in Scotland • Born in Jan 1972
Director • PSC • Financial Adviser • British • Lives in Scotland • Born in Jun 1989
Director • PSC • Financial Adviser • British • Lives in Scotland • Born in May 1973
Teams
All
4
Management
3
Other
1
Director & Chartered Financial Planner • Joined Jan 2024
Director And Certified Financial Planner • Joined Jan 2024
Managing Director & Chartered Financial Planner • Joined Jan 2024
Client Support • Joined May 2024
Director & Chartered Financial Planner • Joined Jan 2024
Managing Director & Chartered Financial Planner • Joined Jan 2024
Client Support • Joined May 2024
Director And Certified Financial Planner • Joined Jan 2024