About us

Meet the Team

Vacancies

Meet the team

Vacancies

Great people to work with and best use of tech, first. Results, always

Built by people who’ve lived the challenges of running advice firms, we combine 300+ years of UK financial services expertise with deep technology mastery. We understand the late nights reconciling income, the frustration of underutilised CRMs, and the weight of key person dependencies. Because we’ve been there.
We’re not your typical consultancy. We don’t drop recommendations and disappear. We roll up our sleeves, embed with your team, and stay until the results land.
Since 2012, Jigsaw Tree has been the trusted partner for financial advice firms who want to achieve operational excellence. This might be to get back valuable hours in their working week, grow without increasing headcount, optimise use of current tech or achieve complete digital transformation and optimum team performance
Today, we support hundreds of advice firms, delivering operational transformation that increases capacity and growth potential. Our agile virtual model brings global reach with a deeply personal touch.

Our story

Jigsaw Tree was founded by Chris Baigent-Reed, who spent over 25 years working in financial services before realising something: advisory firms were brilliant at looking after clients but often struggling with the operations behind the scenes. Technology that promised to solve everything frequently made things worse. Processes that looked good on paper fell apart in practice. And talented people were spending their days fighting systems instead of serving clients. With years of experience across business strategy, technology, digital transformation, and operations, Chris understood more than most about the challenges that advice firms face with their technology. And importantly, she knew how to overcome them.
So in 2012 Jigsaw Tree was founded with the goal of bringing together an exceptional team who could work side by side with businesses to ensure they make a success of their technology.
Fast forward to today and that’s exactly what Jigsaw Tree is doing. We’re here to help you make a success of your technology by managing transformations, implementing new systems, optimising what you already have, and supporting you with everyday operations that free your team to focus on clients, not admin.

Our values in action

Your success defines ours. We focus relentlessly on positive outcomes, making your needs our first priority. Every member of our team looks for ways to deliver better service, working with you to identify and resolve potential barriers before they become problems.

Of course this is a ‘given’ in everything we do. We choose to state it in our values as our clients are confident that we charge what's fair for the service delivered, not what the market will bear. We provide clarity and confidence about our long-term commitment, treating clients and colleagues with transparency and integrity in every interaction.

We're passionate about continuous learning, both for ourselves and our clients. By enabling our team to expand their technological expertise and industry knowledge, we ensure you always benefit from cutting-edge thinking and proven methodologies.

It's not just about doing great work for clients. We're committed to giving back, supporting local and national charities chosen by our colleagues each year. Our B Corp certification reflects our dedication to using business as a force for positive change.

Good enough isn't in our vocabulary. We're proud of the service we provide and constantly seek ways to raise the bar. From the smallest admin task to the largest transformation project, we aim to deliver the best outcome, not just any outcome.

You'll always know where you stand with us. No hidden fees, no surprises. We provide transparent pricing, clear project plans, and honest communication throughout our partnership. Our retainer models are straightforward, our ROI is measurable.

Why firms choose Jigsaw Tree

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14 years of proven results, with over 1,000 month-ends closed annually, 2,000+ processes mapped and optimised, and 3,000+ users successfully transitioned to new technology

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We're certified across multiple platforms. We recommend what's right for YOUR business, not what pays us the highest commission.

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From initial discovery through implementation to ongoing support, we're with you for the journey. Whether you need strategic guidance, hands-on outsourcing, or technical expertise, we adapt to your needs.

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Our fully remote, agile model means you get expertise from across the UK and beyond, with the responsiveness and relationship focus of a local partner.

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Our diagnostic approach reveals £1.2M-£1.8M in operational waste over 5 years for typical advisory firms with capacity consumed by admin tasks that deliver no value. We transform this waste into competitive advantage.

A Certified B corporation

We’re proud to be a certified B Corporation; a designation that reflects our commitment to the highest standards of social and environmental performance, accountability, and transparency.
B Corp certification, verified by B Lab (a global non-profit network), signifies that we’ve committed to stakeholder governance through a legal pledge, publicly disclosed our performance record, and uphold rigorous standards for both social and environmental impact.

There is no Planet B! B Corps’ international network of organisations is leading economic systems change to support a collective vision of an inclusive, equitable, and regenerative economy.

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Chris Baigent-Reed

What B Corp means to Jigsaw Tree

As our Founder, Chris Baigent-Reed explains:

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Receiving B-Corp certification validates our commitment to integrating social and environmental concerns into our operations. It empowers us to innovate responsibly and join a global community of purpose-driven companies. We’re driven to set ethical benchmarks and inspire others towards a fairer, sustainable future. Put simply; it’s the right way to operate.
This certification isn’t a badge we earned once and forgot about. It’s a framework that guides our decisions daily, from how we support our remote team’s wellbeing to how we select technology partners, from our charitable giving to our transparent pricing models.
Being a B Corp means we’re accountable not just to our shareholders, but to all our stakeholders: our clients, our team, our community, and our planet.”

Charity and community

Making a positive contribution to the communities we operate is core to who we are. At Jigsaw Tree, doing a great job for our clients goes hand-in-hand with giving something back.

Each year, our team selects local and national charities to support, reflecting causes that matter to us personally. From animal rescue to mental health awareness, we’re committed to making a tangible difference.

Our 2026 Charity Partner: Acorns Children’s hospice

Jigsaw Tree is honoured to support Acorns Children’s Hospice, who offer a network of specialist palliative nursing care and support for local children and their families in the West Midlands. This support could be in the hospice, community and at home. Caring for a child with complex medical needs can place unimaginable demands on a family, both physically and emotionally. Their services include short breaks for children at hospices, therapeutic and psychosocial support, support for siblings and other family members, emergency and end of life care and bereavement support.

It’s incredible that their care is tailored for each individual child and designed to meet all their clinical, emotional, cultural and spiritual needs. In the past year alone, they have supported 781 children and 1,045 families, including those who have been bereaved. The work they do and the impact it has is immense.

Our 2025 charity partner: Danemere Animal Rescue

We’re proud to support Danemere Animal Rescue as our chosen charity for 2025. Since 1993, Danemere has dedicated itself to rescuing and rehoming dogs, cats, and small animals who have suffered neglect or abuse. Their passionate volunteers work tirelessly to nurse these animals back to health, providing the love and care they need to thrive.

As a fully remote team with a shared love for animals, this charity is a perfect fit for us. We’re inspired by Danemere’s unwavering commitment to animal welfare and their ability to create brighter futures for vulnerable animals. Their work embodies compassion, resilience, and community—values that resonate deeply with our own.
By supporting Danemere Animal Rescue, we’re excited to contribute to their incredible mission of giving animals a second chance at life and love.
Learn more about Danemere Animal Rescue at their website. Danemere Animal Rescue is a registered charity (Charity No. 1065072).

Young Minds Trust

Last year, eleven Jigsaw Tree team members collectively walked 637 miles over two weeks, spanning from Scotland to London, raising £520 for Young Minds Trust during Stress Awareness Month.
As team member Kristen shared: “I loved every minute of the walking and taking my trustee companion Cooper (dog) along for the ride too come rain or shine. Since the challenge finished I have continued to walk and I am up at 5 am every morning to complete a 2-2.5 mile walk. Getting out in the fresh air and listening to the bird song whilst I walk in the early mornings does wonders for my own mental health and sets me up for the day.”
These initiatives don’t just raise funds, they strengthen our team culture and reinforce our commitment to wellbeing, both within our organisation and in the wider community.

Jigsaw Tree isn't for everyone.

We’re for advice firms who are serious about operational excellence, who value long-term partnerships over quick fixes, and who believe technology should serve people, not the other way around.
If that sounds like your firm, let’s talk.
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