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...
£300bn of liabilities
View from the front row
Transfer from occupational scheme
Appointed by FCA and PSR boards