Consultancy
We help you understand where you are now, what you want to achieve and how to get there
Know where you stand.
Know where you’re going.
We work with firms at every stage, improving efficiency, scaling for growth, consolidating, merging or preparing for exit.
14 years of proven high quality delivery, 300 years of combined team experience, exclusively in the financial advice tech sector.
The problem
Many financial planning business owners are overwhelmed by the strategic, regulatory and technological landscape. They want to make changes but don’t know where to start and that’s when inertia and decision fatigue become genuine operational risks. Firms that can’t evaluate the options clearly, either adopt the wrong tools or adopt nothing and fall behind.
We cut through the noise and help you find a starting point. Then we create a plan to increase your firm’s efficiency and profitability and enable you to make informed choices.
What we do
We review your business, your tech stack and your data and then give you an honest picture of where you stand and a roadmap for where you need to go.
We’re with you from discovery through to implementation and embedding.
Every implementation is independent, based on evidence and data, not assumption.
Key numbers
- 400+ financial advice firms worked with across the UK
- 14 years of proven delivery
- 300 years of combined team experience
- Working exclusively in financial advice since 2012
We meet your firm where it is and take it where it needs to go...
Efficiency gains
You’re operational but leaving capacity on the table. We find where the inefficiency lives and fix it, so your team has more headroom without adding headcount.
Growth
What worked for ten people won’t work for fifty. We build the operating model that scales with you, leaning on technology wherever it adds real capacity.
Consolidation
Multiple offices, different teams, no shared standard. We agree the one best way of working and roll it out consistently, across the whole business.
Merger or acquisition
More than one business. More than one way of doing things. We bring them together into a single operating model and manage the integration as one project, so the combined firms work better than they did alone.
Exit or principal readiness
We build that proof, including succession planning, governance and technology configured to demonstrate it.
What our clients say
Don’t take our word for it
We moved from Iress (Adviser Office) into intelliflo, which for a business of our size was a huge undertaking.
Jigsaw Tree was invaluable in this transition, providing simple, easy to understand guidance in how best to use intelliflo day to day.
The launch and internal adoption of the system wouldn’t have been successful without Jigsaw Tree.
Ben Woodward, Director of Operations, Cullen Wealth
FAQs
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology.
Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation and infrastructure that support a credible valuation.
We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology. Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation, and infrastructure that support a credible valuation. We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology. Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation, and infrastructure that support a credible valuation. We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology. Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation, and infrastructure that support a credible valuation. We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology. Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation, and infrastructure that support a credible valuation. We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Buyers pay more for firms that demonstrably run without depending on any single individual. The evidence they look for includes a robust succession plan, operational credibility, strong governance and correctly configured technology. Jigsaw Tree's exit readiness work builds that proof. We review your technology stack, data quality and operational processes, identify and close the gaps, and produce the documentation, and infrastructure that support a credible valuation. We've worked with 400+ financial advice firms across the UK and understand exactly what acquirers expect to see.
Every engagement begins with a discovery call and thorough review of of your business before we scope and price the work. This means you don't pay for a generic solution.
You only pay for what your firm actually needs. Contact us to book a free discovery call.
Many firms invest in new technology but don’t achieve the expected benefits, because the focus is on implementation rather than adoption.
We help you scope technology projects properly from the outset, ensuring the solution aligns with your business objectives, people and processes. We then oversee the delivery, adoption and change management needed to embed the technology successfully across your firm.
Most firms start in the wrong place. They start trialling products before they’ve defined the problem. We can help you work out where AI can genuinely add value in your business, what your data needs to look like before AI can work effectively and how to get your team on board with the change.
