Home Financial Planning Trio launch Monetary Planning agency in Prestwick

Trio launch Monetary Planning agency in Prestwick

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Trio launch Monetary Planning agency in Prestwick

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

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

Ross Hunter, Scott Moore, and Euan Brown beforehand labored as senior Monetary Planners for The Munro Partnership, an IFA enterprise primarily based in Ayr which was taken over in 2016 by 1825, Customary 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 corresponding to Customary 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 changing into a Monetary Planner.

They stated Juniper’s mission, “is to ship Monetary Planning with a personalised contact that helps shoppers put together for the longer term, whereas counselling them throughout instances 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’ve designed Juniper to mix the very best of each worlds for our shoppers and we consider the Quilter proposition finest helps us obtain this.

“Now we have arrange our workplace again in Ayrshire, which can stay our base however will retain our nationwide attain so as to service our shoppers throughout the UK.”

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

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


 



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