Website & contact details
- Website
Juniper Wealth Management Limited
- Incorporated
- 1 April 2011 (15 years)
- Previously known as
- JLD Financial Planning Limited (until 22 August 2018)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- The Old Dock House 90 Watery LaneAshton-On-RibblePrestonPR2 1AU
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 15 April 2027
- Last conf. stmt
- 1 April 2026
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 1 April 2011
British
Born January 1985 (41)
Officer history (1 former)
28 August 2018
Resigned Loze-Doyle, Morgana Jane as Director
2 April 2012
Appointed Loze-Doyle, Morgana Jane as Director
1 April 2011
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 18 July 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 14109334
Former controllers (2)
18 July 2022
18 July 2022
Ceased Morgana Jane Loze-Doyle — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Juniper Wealth Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £22,007
- Cash
- £45,731
- Employees
- 8
- Debt Ratio
- 91%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £12,804 | £15,541 | £15,677 | £9,485 | £9,240 | £16,262 |
| Current Assets | £225,201 | £165,253 | £111,241 | £106,169 | £121,370 | £127,700 |
| Debtors | £179,470 | £118,589 | £101,421 | £76,396 | £78,834 | £100,556 |
| Cash | £45,731 | £46,664 | £9,820 | £29,773 | £42,536 | £27,144 |
| Creditors (< 1 year) | £193,816 | £128,914 | £72,800 | £47,106 | £52,004 | £65,619 |
| Creditors (> 1 year) | £18,982 | £24,537 | £31,093 | £51,303 | £63,494 | £76,575 |
| Net Current Assets | £31,385 | £36,339 | £38,441 | £59,063 | £69,366 | £62,081 |
| Net Assets | £22,007 | £23,443 | £20,025 | £15,445 | £13,312 | £368 |
What Juniper Wealth Management say about themselves
“Juniper Wealth Management offers evidence-based financial planning and investing. We help you build a life-centred plan with clarity and confidence.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 June 2026 | Total exemption full accounts | 31 December 2025 | ||
| 7 April 2026 | Confirmation statement with no updates | 1 April 2026 | ||
| 11 March 2026 | Cessation of a person with significant control | |||
| 11 March 2026 | Cessation of a person with significant control | |||
| 11 March 2026 | Notification of a person with significant control |
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