Juniper Wealth Management of Preston has joined Beaufort Financial, the national partnership of independent financial advisers as an appointed representative. 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.
“As with many small IFA firms the cost and practicality of becoming directly authorised with the regulator is prohibitive.” explains Jon Doyle. “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 as charities and trusts, need to outsource the fundamental day-to-day regulatory and compliance functions to experts.
“I looked very carefully at a number of networks but found that Beaufort Financial’s ethos matched my own. I was particularly impressed with the Beaufort culture, the use of technology and the PI cover, backed up by the quality control processes. Quickly we found that we were on the same page; being client centric is paramount.”
Beaufort Group’s Executive Chairman, Simon Goldthorpe added:
“Our partnership includes small and larger firms, established firms and start-ups. We offer the support that a new and aspiring firm needs, but also the flexibility to allow firms like Jon’s to fledge at their own pace.
“We now have 17 member firms in the partnership. This year we have welcomed five established and new firms.”