Juniper Partners Limited

Reference number: 613546

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When junipartners.com first appeared online, and whether it can receive email
  • What kind of line 0131 378 0500 is
  • Who else gives the postcode EH3 7HR
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • PATAC LIMITED Former name
  • Personal Assets Trust Administration Company Limited Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC366565
Company status
Active
Company type
Private limited company
Incorporated
8 October 2009 (17 years old)
Registered office
28 Walker Street, Edinburgh, EH3 7HR, Scotland
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Steven Kean Davidson Director Feb 1972 19 Jan 2010 None
Patrick John Neville Director Nov 1960 17 Nov 2017 23 other companies
Stuart Watson Paul Director Mar 1970 30 Sep 2020 2 other companies
Lisa Brown Director Nov 1972 27 Mar 2023 13 other companies
Kerry Mccormack Director Jul 1976 24 Apr 2026 1 other company

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
39
closed down
25
went insolvent
1

In the full report: all 39 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 4 on the FCA register
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Full accountsAudited

Profit before tax

−£267k

−179% from £338k

Total equity

£1.52m

−21% from £1.92m

Cash at bank

£1.31m

−14% from £1.53m

Owed within a year

£378k

−18% from £462k

The accounts for the year to 30 April 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £3.27m, for the year to 30 April 2023.

Profit before tax

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC366565. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Juniper Partners’s history from the FCA register and Companies House, newest first.

Key events (10) All events (32)

2021

7 June 2021

  • Changed its registered name from "PATAC LIMITED"

FCA register

2020

17 November 2020

  • Personal Assets Trust PLC gave up control
  • The Juniper Companies Limited took control (75–100% of shares)

Companies House

2016

12 October 2016

  • Changed its registered name from "Personal Assets Trust Administration Company Limited"

FCA register

6 April 2016

  • Personal Assets Trust PLC took control (75–100% of shares)

Companies House

2014

20 August 2014

  • FCA imposed a requirement (CPMI Requirement)
  • FCA imposed a requirement (May control but not hold client money)

FCA register

17 July 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2009

8 October 2009

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (10 shown here)
  • Every director appointment and resignation: 21
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Firms connected to Juniper Partners

Other FCA-listed firms that share a director, phone number or address with Juniper Partners. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
1
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like Juniper Partners

Other firms of the same type (investment or fund manager), nearest first.

In Edinburgh

HBOS Investment Fund Managers LimitedEdinburghAuthorisedAegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorisedAmati Global Investors LimitedEdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Juniper Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 39 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 5 years of accounts, charted
  • All 32 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Juniper Partners Limited FCA authorised?
Yes, Juniper Partners Limited (FRN 613546) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2014 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Juniper Partners’ phone number and website?
The FCA register lists the phone number 0131 378 0500 and the website junipartners.com for Juniper Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Juniper Partners a scam or clone?
Juniper Partners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Juniper Partners?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Juniper Partners to the Financial Ombudsman Service, free of charge.
Who owns Juniper Partners?
Juniper Partners is owned by The Juniper Companies Limited, which holds 75–100% of shares and 75–100% of votes, since 17 November 2020. Before that, it was controlled by Personal Assets Trust PLC.
Who runs Juniper Partners?
Companies House lists 5 directors of Juniper Partners: Steven Kean Davidson, Patrick John Neville, Stuart Watson Paul, Lisa Brown and Kerry McCormack.
How long has Juniper Partners been in business?
The company was formed on 8 October 2009, and has held its current FCA authorisation since July 2014.
What do Juniper Partners’ latest accounts show?
Its latest accounts, to 30 April 2025, show profit before tax of −£267k (−179% from £338k) and total equity of £1.52m (−21% from £1.92m).
Does Juniper Partners use any other names?
It has previously used 2 other names: PATAC LIMITED and Personal Assets Trust Administration Company Limited.

Sources and links

The full report on Juniper Partners Limited

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