Juniper Wealth Management Ltd - Preston

Juniper Wealth Management Ltd, located at Old Docks House, 90 Watery Ln, Preston PR2 1AU, United Kingdom, is a renowned financial planning firm. They can be reached at Phone: 1772965608. Their website, Website: juniperwealth.co.uk, provides comprehensive information about their services.

This company specializes in Financial planner services. They offer a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. Their team of experienced financial advisors is committed to helping clients achieve their financial goals.

Juniper Wealth Management Ltd prides itself on its accessibility. Their office is Wheelchair accessible with a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom. They also offer Online appointments for those who prefer to conduct business virtually. Additionally, they foster an inclusive environment, welcoming clients of all sexual orientations and gender identities, making it a LGBTQ+ friendly and Transgender safespace.

Client satisfaction is a top priority at Juniper Wealth Management Ltd. They have received 6 reviews on Google My Business, with an impressive Average opinion: 5/5. Many reviewers have praised the firm for its knowledgeable advisors, personalized service, and clear communication.

Reviews of Juniper Wealth Management Ltd

Richard Elsdon

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.

Paul Stupples

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 chambers

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 Leake

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,

Russell Robb

5/5

Professional, friendly and reliable team

Oaklands Dental Surgery

5/5

Great advice from a very knowledgeable team!