Image:
“As with many small IFA firms, the cost and practicality of becoming directly authorised with the regulator is prohibitive" - Juniper's Jon Doyle
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 sugge...
To continue reading this article...
Join Professional Adviser
- 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.
