Jon Doyle

Helping You Gain Clarity, Confidence & Control Over Your Financial Future I'm Jon Doyle, Founder and Financial Planner at Juniper Wealth Management. My job is to help individuals, families, and business owners structure their finances in a way that supports the life they truly want to live—both now and in the future. The Questions I Help Answer Many of my clients come to me with the same concerns: “How do I know if I’m on track for financial security?” “How much do I need to retire comfortably—and stay retired?” “Am I making the most of my investments, pensions, and tax allowances?” “What’s the best way to protect my family’s wealth for the future?” Financial planning isn’t just about managing money—it’s about giving you clarity and control over your financial future so you can make decisions with confidence. How I Work I take the time to understand what truly matters to you—your ambitions, concerns, and lifestyle goals—before crafting a financial plan tailored to your needs. Whether you’re: ✅ Growing and managing wealth ✅ Planning for retirement ✅ Ensuring your family is financially secure ✅ Navigating complex tax or estate planning decisions ✅ Seeking guidance on NHS pensions or business finances My role is to provide expert guidance that cuts through the jargon and gives you clear, practical steps to achieve financial peace of mind. Why Clients Work With Me At Juniper Wealth Management, we believe great financial planning is about more than just investments and pensions. It’s about understanding what’s important to you and creating a plan that helps you live life on your terms. Many of our clients tell us that working with us feels different—more personal, more strategic, and focused on what truly matters to them.