We support the planning and implementation of business change to ensure you achieve your business goals.
We help firms optimise their use of people, process and technology to deliver a positive client experience
We have an outsource service to manage the recording, reconciling and reporting of your business revenues. Giving you time to focus on activities which deliver client value.
We can help with the development and presentation of your advice, investment and service propositions.


Jigsaw Tree is a dynamic and innovative business support company specialising in the financial services sector.

Our business has two key goals

To help Adviser practices improve the delivery of their client propositions…….Learn more.

To help Adviser technology providers grow the adoption of their solutions…….Explore further.

We achieve this by offering both consultancy services and an outsource solution, which are designed with your needs in mind.

How can we help?

We love to listen to advisers talk about their businesses. Tell us about your vision for the future or let us help you with some thought leadership.

With a clear picture of who you are and where you want to be, our role is help you get there.

We can a build a plan of action that can pull together technology, people and process to create a model that enables you to deliver a compelling client proposition.

Who we are

Our team have all worked in roles supporting adviser firms who want to deliver change through technology and with providers looking to deliver innovative solutions to the market.

We are specialists in adviser technology with long track records in the CRM and Platform markets and have also spent time working in adviser firms.

It is our passion for our subject and willingness not just to design change but to plan and deliver, that makes us different.

24May 2017

What it means for us and you 
We work with many advice firms and are continually looking at ways we can improve our internal processes and ultimately the service we offer our clients.  By being awarded the ISO 9001-2015 Certification our current and future clients can be assured that they are working with a company who continually strives for efficient working practices and professionalism.  We always want to ensure the service we provide is of the highest quality and have a clear desire to exceed our clients expectations.

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