EPISODE · Jul 17, 2026 · 49 MIN
Jon Doyle Part 1: Build It Your Way
from The Plannex Podcast · host Plannex
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 services A refreshingly honest conversation about building a financial planning business on your own terms.
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Jon Doyle Part 1: Build It Your Way
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