Juniper Financial Planning Revenue

Financial Services • Prestwick, Scotland, United Kingdom • 1-10 Employees

Juniper Financial Planning revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Juniper Financial Planning

Scott Moore

Director and Certified Financial Planner

Company overview

Headquarters	Prestwick Business Centre, 9 Skye Road, Prestwick , Ayrshire KA9 2TA, GB
Website	juniperfp.co.uk
NAICS	52
Keywords	Investments, Financial Advice, Wealth Management, Retirement Planning, Financial Planning, Protection Advice, Cashflow Modelling, Inheritance Tax Advice
Founded	2023
Employees	1-10

Juniper Financial Planning Email Formats

Juniper Financial Planning uses 1 email format. The most common is {first name} (e.g., john@juniperfp.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}	john@juniperfp.co.uk	100%

About Juniper Financial Planning

As financial planners, it is a real privilege to be able to look after clients. Clients share hopes and fears with us that they rarely speak to friends or family about. They turn to us to prepare for a fantastic future and to counsel them at times of financial or emotional stress. Delivering advice to help clients achieve their goals and fulfil their aspirations, as well as guiding them through life’s challenges, is what we do and what we love. At Juniper we take the time to truly understand you. Using our collective knowledge and experience, we then develop plans focused on you and your needs, whilst cherishing the relationships we build and the journeys we share. When we set up Juniper Financial Planning, we did it for one reason. We wanted to create the conditions to work hard and be proud of what we do and the business we have created. Between us we have over 50 years of industry experience working both in large corporate firms and smaller boutique companies. At Juniper we deliver the best of both models, where you can benefit from efficient processes and economies of scale, whilst we deliver a uniquely personalised service for you. We want you to love what we do and how we do it. We want you to be proud that you too are part of Juniper. Being part of Juniper means we grow together. Approver Quilter Financial Services Limited. 24/01/24.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Juniper Financial Planning has never raised funding before.

Juniper Financial Planning Tech Stack

Discover the technologies and tools that power Juniper Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Squarespace

CMS

Squarespace Commerce

Ecommerce

Microsoft 365

HSTS

Security

Frequently asked questions

Juniper Financial Planning is located in Prestwick, Scotland, GB.

Juniper Financial Planning generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Juniper Financial Planning has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Juniper Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Juniper Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Juniper Financial Planning

Scott Moore

Director and Certified Financial Planner

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