Evergreen financial advice for families and business

Juniper Financial Management provides practical financial planning advice to people, families and businesses across the East Midlands. Our aim is to ensure that you receive long-lasting financial solutions that continue to grow for generations to come. We always look at the whole picture to give you full clarity when it comes to your financial plans.Our approach is always personal and straightforward. Once you have told us about your current situation and your overall objectives, together we will develop a proactive plan to help you achieve your financial goals. Whilst you will always make the final decisions, we’re here to guide you towards your future with jargon-free advice. We will also advise you of any potential pitfalls to help you protect your financial plans.

Whether you are looking to improve your savings and investment strategy, build a nest egg for retirement, or you need advice on mortgages and protection, we can help. As more and more people than ever before are now running their own businesses, we also work very closely with business owners. We help to ensure their efforts provide them with a comfortable lifestyle now and when they retire, including advice on a suitable exit strategy.

Our first, no obligation meeting is always free of charge, so why not get in touch to see how we can help?

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About Juniper Financial Management

Established in 2017, Juniper Financial Management combines decades of financial services experience. Our friendly, approachable team are always on hand to help our clients, giving them the benefit of our knowledge and expertise.

How can we help…

Juniper Financial Management offers financial advice on savings, pensions, investments, mortgages, estate planning, retirement & business.