Quilter Financial Planning has added Juniper Financial Planning as a strategic partner to its network.
Scotland-based Juniper comprises financial planners Ross Hunter, Scott Moore and Euan Brown who collectively have 50 years experience in the industry.
The trio all previously worked for The Munro Partnership, an IFA firm which became part of Abrdn Financial Planning.
Hunter said: ‘We all have experience working for both larger corporate firms and smaller boutique companies and we have designed Juniper to combine the best of both worlds for our clients.”
In January 2023, Quilter Financial Planning signed a long-term deal with Dynamic Planner to add the cash flow modelling service to Quilter's core technology stack.
The long-term partnership was part of a “controlled roll out”, with the initial focus on Quilter Financial Planning’s strategic partners, key accounts and own national business.
alina.khan@ft.com
