Huge congratulations to Juniper team member Stewart on his promotion to Associate Adviser! Stewart has been busy studying for his Diploma in Financial Planning meaning that he will be taking on more responsibility within the advice process.

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.

New on the Juniper blog, 'Phased retirement becomes more popular'. Read it here: buff.ly/3EQAbxe

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.

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.

Have a wonderful weekend, whatever you choose to do with it.

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.

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.’

The Christmas countdown is on! How many of you have started with the Christmas music already? 🎼

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.

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’.

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-…

NEW: Advice Stack Sessions Episode 1 🚀 In the first Advice Stack Takeover of the Podcast, Adam Carolan chats with Jon Doyle about launching a great business and learning how to handle mistakes 💥 Listen: Apple 👉 apple.co/3vKClsA Spotify 👉 spoti.fi/3ItUaDT

Our latest monthly investment update for January 2023 looks at how the global investment markets, economy, and commodities perform - buff.ly/3ZyT7ZJ

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.

Do you struggle with goal setting? Here's what our financial planner, Jon Doyle has to say about it.

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.

Love this davidgatepoet on threads & IG poem

Lack of Pension Awareness: Aviva Report Raises Red Flags for UK Workers juniperwealth.co.uk/personal-finan…

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/interest-…