Lifestyle Financial Planning and Wealth Management We manage more than finances – we provide futures.
Preston, UK
Joined January 2022
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Pound takes a dip as Bank of England announces no change in interest rates. What's next for the currency market? juniperwealth.co.uk/news/int…
Lack of Pension Awareness: Aviva Report Raises Red Flags for UK Workers juniperwealth.co.uk/personal…
Is that a weird thing for a financial firm to endorse? We don’t think so. We know that it’s about what the money can help you to achieve not about money in itself.
Do you struggle with goal setting? Here's what our financial planner, @juniper_jon has to say about it.
As a financial planning and wealth management firm, we can help whether you've got a family you want to plan for, a business or professional career to focus on, or investments to make. There's so much we can do for you, just check out our website for more info or send a DM.
Our latest monthly investment update for January 2023 looks at how the global investment markets, economy, and commodities perform - buff.ly/3ZyT7ZJ
Juniper retweeted
NEW: Advice Stack Sessions Episode 1 🚀
In the first Advice Stack Takeover of the Podcast, @Adam_Nextgen chats with @juniper_jon about launching a great business and learning how to handle mistakes 💥
Listen:
Apple 👉 apple.co/3vKClsA
Spotify 👉 spoti.fi/3ItUaDT
Juniper retweeted
News: Be aware of the new Christmas postdates. Due to Royal Mail strikes, today is the final day you can send anything second class to arrive before Christmas. The first class has moved from 21st to 16th December bbc.co.uk/news/business-6342…
This time of year it’s especially helpful to think about how we’re spending our money. Marie Kondo has some wise words on this subject, ‘the question of what you want to own is actually the question of how you want to live your life’.
Is your Christmas tree up yet? It’s a mix in the office, Jon, Morgana and Stewart all have theirs up but Esther is holding out a little longer.
Brene Brown has it right, ‘Daring is not saying I’m willing to risk failure. Daring is saying I know I will eventually fail, and I’m still all in.’
PROGRESSION: We believe that an ongoing relationship is where the real value of financial planning lies. As things change over the years, we will always be there to ensure that we remain on top of everything, so that you can achieve what’s most important to you.
No.3 in our process with new clients is ACTION: We start from the premise that there’s no point in recommending a strategy that we can’t explain easily, or that our clients won’t understand. We will help you implement each part of your financial plan at the right time.
Waiting for the ‘right time’ to start something new or even to get in touch with us for a chat? There’s no ‘right time’, just time and what you choose to do with it.
New on the Juniper blog, 'Phased retirement becomes more popular'. Read it here: buff.ly/3EQAbxe
We know that there’s more to life than money, for most of us money in itself is not the goal, it’s the dreams -big or small - that money can help us to achieve.
