Build It Your Way

When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm.He set out to build the right business for his life.Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention.In Part 1 we discuss:• Why he turned down the opportunity to sell• Starting Juniper with just one administrator• The hiring mistake that slowed growth• Why building around your lifestyle isn't a weakness• Growing from £18m to £140m• Developing advisers from outside financial servicesA refreshingly honest conversation about building a financial planning business on your own terms.