What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Juniper Wealth Management

Home
United Kingdom
Penwortham
Juniper Wealth Management

Directions Website

Proud to offer a comprehensive service to clients looking for a personal bespoke approach to finance

29/10/2026

A valuation tells you what a buyer might pay for your practice. It cannot tell you whether that sum is enough for the rest of your life.

That second figure is your number, and planning a sale starts with it, around five years out. From about three years out the practice itself is prepared, with your accountant. By the final year you know what enough looks like, so any offer can be measured against your number rather than the valuation.

23/10/2026

When you work with a firm like Juniper, you come to know the whole team: your financial planner, the person who picks up when you ring, and the hero who keeps chasing a pension provider until the paperwork arrives.

Six of the nine nominations Juniper has received in The Freshies 2027, the awards run by Fresh Perspective Resourcing, are for individual members of that team rather than the firm.

Best Business: Juniper
Customer Service Sensation: Juniper
Most Treasured Team: Juniper
Brilliant Boss: Jon Doyle and Esther Stamp
Captain Kindness: Esther Stamp
Positivity Pioneer: Esther Stamp
Resilient Rockstar: Esther Stamp
Exceptional Employee: Sue Butler

Nominations close at midnight on Friday 30 October, and more of them at this stage help a business through to the voting round.

If Juniper, or anyone on the team, has made a difference to you, the form is linked in the first comment.

22/10/2026

Five questions to ask any financial planner before you hire them, Juniper included:

1. How do you charge, and how much?
2. Are you independent or restricted?
3. Who exactly will look after me?
4. What happens when markets fall?
5. What does your typical client look like?

The first is about cost. A clear answer tells you what the fee covers and when you will see it in writing. At Juniper, the fee level is indicated at the end of the Discovery Meeting and confirmed in writing before any work begins.

The value of investments and the income from them can go down as well as up. You may get back less than you invest.

20/10/2026

How do you choose a financial planner?

You're picking someone for a relationship that might last thirty years, usually with no idea what to ask.

Here are five questions that our Founder & Financial Planner, Jon, would recommend you ask any prospective financial planner:

1. How do you charge, and how much?
2. Are you independent or restricted?
3. Who exactly will look after me?
4. What happens when markets fall?
5. What does your typical client look like?

15/10/2026

Meet Esther Stamp, our Operations Manager.

Esther has been with Juniper for six years and makes sure everything behind the scenes runs as it should. For her, the best part of the role is a client having a smooth and positive experience of the firm from start to finish.

Away from work, she is a trustee of a domestic abuse charity and a mum of three. Her tea order is Yorkshire, a dash of milk, properly brewed.

You can read Esther's full profile on our team page. juniperwealth.co.uk

13/10/2026

Is financial advice worth paying for?

The answer (that you may not expect to hear from us) is: not always!

Here's our financial planner, Stewart, explaining who financial advice is right for, and who may not need it.

06/10/2026

‘Are we going to be okay?’

Nearly everyone who walks through our door asks a version of that question. When we explore a little more, we find that it's rarely about the money itself. It's about what the money is there for.

Here's our Founder & Financial Planner, Jon, explaining what we do at Juniper, and what financial planning is really about.

31/07/2026

Over the past couple of years, we've shared insights, answered your questions and enjoyed being part of the conversation here on social media.
As Juniper continues to grow, we're taking some time to focus our attention on the next stage of our journey.

Behind the scenes, we're investing in an exciting refresh of our website and continuing to develop the service and experience we provide for our clients.
For that reason, we'll be pressing pause on our social media channels for a little while.
We're still very much here.

If you're looking to start a conversation about financial planning, you can continue to contact us through our website, which will remain the best place to find information about our services and latest updates.

If you're already a Juniper client, your adviser remains available as always by email or phone.

Thank you for following our journey, engaging with our content and being part of our community. We look forward to sharing what's next with you soon.

29/07/2026

Financial freedom isn't just about having more.
It's about having the clarity and confidence to make the choices that matter most to you.

Whether that's spending more time with family, reducing your working hours, travelling more, or simply feeling in control of your future, your financial plan should support the life you want to live.

At Juniper, we believe financial planning starts with understanding what freedom looks like for you.

What does financial freedom mean in your life?

23/07/2026

We're excited to share that Juniper Wealth is growing.

Over the first half of the year, we've welcomed four new members to the team as we continue to expand and invest in the future of our business.

Growth isn't just about numbers - it's about strengthening the service we provide, bringing in new skills and experience, and ensuring we continue to give our clients the time, care and personal approach they're looking for.

A warm welcome to our newest team members. We're delighted to have you on board, and we're excited for what the rest of the year has in store.

Thank you to our clients, professional connections and community for being part of our journey so far. Here's to the second half of the year!

Address

Old Docks House
Penwortham
PR21AU

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://juniperwealth.co.uk/

Alerts

Be the first to know and let us send you an email when Juniper Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.