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.

13Oct 2016

Word Cloud Business TransformationI could start this blog with a tried and tested quote about change but I suspect you have heard them all before.  What I hope will be of more interest is a framework for planning strategic change in your business.

Having worked on many change initiatives I have found that there are some consistent components to achieving success.

Introducing the 7M’s!


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