Start-up IFA joins Beaufort Financial Partnership

Firm founded in October

Hannah Godfrey
clock • 1 min read

Preston-based start-up Juniper Wealth Management has become an appointed representative of national IFA Beaufort Financial Partnership.

Juniper was founded in October 2018 by Jon Doyle, who has 10 years' experience in the financial services sector. The firm employs one administrator and a part time marketing manager. Doyle suggested the expense and practicality of becoming directly authorised had become too challenging for smaller firms, adding: "As with many small IFA firms, the cost and practicality of becoming directly authorised with the regulator is prohibitive. "Specialist firms like us with a core client base of small business owners, professionals such as dentists and doctors, high net worth families as well a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Continuum unveils workplace solution for private sector businesses

Continuum unveils workplace solution for private sector businesses

National IFA sees assets rise to £2.6bn

Isabel Baxter
clock 15 July 2025 • 2 min read
FOS reduces compensation interest rate after joint call for input feedback

FOS reduces compensation interest rate after joint call for input feedback

Will track the Bank of England’s base (average) rate +1%

Isabel Baxter
clock 15 July 2025 • 3 min read
FOS chair refuses to explain former CEO's sudden departure

FOS chair refuses to explain former CEO's sudden departure

Treasury slams Baroness Manzoor's 'disrespectful' assertion

Isabel Baxter
clock 14 July 2025 • 3 min read