Trio launch Monetary Planning agency in Prestwick



Three skilled Monetary Planners have arrange their very own new Monetary Planning agency known as Juniper based mostly at Prestwick in Ayrshire, Scotland.

Juniper Monetary Planning is an appointed consultant of Quilter Monetary Companies.

Ross Hunter, Scott Moore, and Euan Brown beforehand labored as senior Monetary Planners for The Munro Partnership, an IFA enterprise based mostly in Ayr which was taken over in 2016 by 1825, Commonplace Life’s wholly-owned Monetary Planning enterprise, which later turned a part of Abrdn Monetary Planning.

The trio have a collective 50 years expertise working in companies reminiscent of Commonplace Life, Abrdn, Barclays, BDO and Grant Thornton. 

Ross Hunter and Euan Brown are each Chartered Monetary Planners whereas Scott Moore is a Licensed Monetary Planner.

Mr Hunter, the managing director of the brand new agency, served as an infantry officer within the British Military for 16 years earlier than turning into a Monetary Planner.

They stated Juniper’s mission, “is to ship Monetary Planning with a personalised contact that helps purchasers put together for the long run, whereas counselling them throughout occasions of monetary or emotional stress.”

Ross Hunter stated: “All of us have expertise working for each giant company companies and smaller boutique corporations and we have now designed Juniper to mix the very best of each worlds for our purchasers and we imagine the Quilter proposition greatest helps us obtain this.

“We’ve got arrange our workplace again in Ayrshire, which is able to stay our base however will retain our nationwide attain to be able to service our purchasers throughout the UK.”

Quilter Monetary Planning has added Juniper Monetary Planning as a brand new strategic accomplice to its community.

Stephen Fryett, managing director of Quilter Monetary Planning, stated: “The agency’s aspirations intently align with our personal, and we sit up for supporting the agency’s progress.”


 



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