We are enthusiastic and passionate about the impact effective technology can have on a modern advice proposition and are happy working with firms to develop the right strategy for their business. However, unlike other support firms we believe our partnership with clients should go beyond strategy and we therefore work with you to plan and execute change ensuring you realise the benefits you expect.
We firmly believe that the keys to effective business improvement are:
Founder & Director
A dedicated, passionate and highly professional individual with over twenty years experience in financial services and leading teams to increase performance and managing change programs.
Proficient in a number of areas including; Training, Business Transformation Consultancy, Account Management, Sales, Marketing, Support and Customer Service Management positions within the financial services technology sector. Founder and business owner of Jigsaw Tree Limited working with technology companies, platforms, networks and IFA firms delivering value added services.
Marketing & Sales Manager
As a dedicated and passionate marketer with over twenty years experience in Financial Services, Sharon delivers a marketing focus for Jigsaw Tree. Proficient in digital marketing, social media, content marketing and event management Sharon brings a wealth of experience to both Jigsaw Tree and our clients through our marketing outsourcing offering to help with client proposition and service.
Jo has been working in Financial Services for 26 years. With previous experience as Administration Manager running teams of administrators and paraplanners Jo is a highly professional member of the Jigsaw Tree team. Jo brings with her, experience with IRESS and Intelliflo and is an expert in Income Reconciliation and iO Document Designer.
Income Reconciliation Specialist
A subject matter expert in the world of income processing, Zoe spent many years being the “go to” support technician for IRESS, formerly Avelo, for all things to do with revenue management. With an eye for detail and impressive processing skills she is able to deliver an excellent level of service to our outsource clients ensuring all the recording, reconciling and reporting of business revenues is under control.
Outsourcing Service Specialist
Gemma has worked in financial services for over 12 years, starting as administration support to a number of advisers before progressing to a paraplanner for the last six years. In addition to this experience Gemma achieved a certificate in financial planning and has significant experience in working with both Adviser Office and Intelligent Office. Gemma’s main role for Jigsaw Tree is as a virtual Administrator, helping our clients spend more time with their clients and less time on day to day administration tasks. Gemma has previously worked for Clark Roxburgh who were acquired by Jelf and through her roles there gained a practical level of experience and expertise.
Income Reconciliation and Business Process Specialist
Jean has worked in the financial services industry for over 35 years. She has worked as an administrator, administration manager and finance manager with a number of companies including Barclays Bank and Arthur J Gallagher. With experience in finance, administration and creation and implementation of processes Jean brings a wealth of knowledge to Jigsaw Tree and its clients.
Income Reconciliation Specialist
Sally has worked in the Financial Services industry for many years and has gained vast experience in all aspects of the industry. With previous experience as a Client Services Manager encompassing all aspects of financial planning working on a one to one basis with Advisers and clients. She has also been involved in Income Reconciliation and Reporting for both individual practices and as part of an outsourcing team. As a result of this experience she is able to understand the Income Reconciliation process from input to completion and the reasons for accuracy and giving our clients an excellent service.