T: 0800 246 5416
E: hello@jigsawtree.com
Trusted Partners
Jigsaw Tree work in collaboration with our Trusted Partners. These are firms that are the best in our sector and provide complimentary services to support financial advice firms to improve their operations.
Engage Process offers an easy, highly effective way of mapping and analysing processes to drive improvements across your organisation. Designed to get your teams involved in exploring, documenting and improving your processes.
It empowers staff to discuss, evaluate and improve processes together. Putting the employee first makes Engage Process a true “human-centric” solution. Process Management creates the foundation for management programmes such as cost savings, compliance, service (re)design, and digital transformation.
Over 300 organisations in the UK and Europe use Engage Process. These include the City of Edinburgh Council, Sedgemoor District Council, Mazars, SCS Railways and many others.
Contact info:
Kyle Ash
Hans Arnouts, CMO & Partner Manager
From a financial planner to a global wealth manager, we'll support you with your own client portal and user-friendly wealth management app that's always mobile and always in your brand.
Our fully white-labelled apps deliver nearly four times as many logins as a traditional web-based client portal, increasing your client loyalty, improving your profitability, and delivering complete compliance confidence.
We'll help you achieve your business goals, and your clients achieve their financial goals, with the UK's most customisable client portal, workflow, and onboarding tools.
Contact info:
Sim Sangha - Business Development Director
Tessa Lee - Managing Director
Tel: 03303 600300
Woven Advice provide plug-and-play dashboards to help you grow, optimise or exit your business.
Our intelligent dashboards, connect directly to your back-office system, bring through your data, and present it in beautiful insightful dashboards.
No more exports, v-lookups, pivot tables, or power BI required. Just instant MI.
Woven MI also helps you interrogate your data and guide the cleansing process.
Contact info:
Nicky Sevel
Nicky.sevel@wovenadvice.com or hello@wovenadvice.com
The Verve Group is changing the face of finance; both within the industry and outside it.
Established over 14 years ago with our industry-renowed brands - Para-Sols, Apricity Compliance, and The Art of Finance. We introduced The Verve Group as an umbrella brand to bring these services together and have gone on to become an independent provider of outsourced support services for financial advice firms.
We have a team of experienced financial services professionals ready to offer support whenever you need it. Our range of services includes establishing a compliant and robust business proposition. We make things easier whilst providing additional resources to support the growth and success of your business.
Contact info:
Kim Binks
Tel: 01325 952116
Provide bespoke merger and acquisition services to firms in the financial services sector.
We provide a whole of market service to business owners looking to sell their business by giving them a full understanding of all the acquirers in the market to ensure the owners realise the full value for their business. We place a premium on building close relationships with our clients that reflect our commitment to securing an outcome that is centred on their needs and objectives.
We act for the seller, not buyers, to ensure that we have no conflicts of interest, and all four Partners, have each spent their careers in financial services in the main with financial advisory firms, so we have a deep understanding of both the sector and the needs of firm owners.
Contact info:
Roderic Rennison, Director
IT Support partner for financial services firms
We’ve provided IT Support, Microsoft 365, and data security services to the financial services sector for a number of years including financial planning and wealth management firms.
Our clients need an IT partner that can take care of it all – from IT support and strategic advice, internet connectivity, and phones to data security – we work alongside them as their very own IT department. This is achieved with our unique S.A.F.E method, Strengthen, Assist, Flexibility, and Enhance. Giving them complete IT peace of mind.
Contact info:
Mark Dodds (Owner)
0121 296 2500
LinkedIn:
Implementing positive change in the workplace
If you want to spend less time resolving personnel problems and more time developing staff, it’s imperative to find the right HR professional to authentically connect employees with your business. We understand that few businesses have access to or want the expense of a full-time HR manager, so we are here to help! Either, just when you need it, or a longer-term, cost-effective support package which we tailor to your needs.
Our HR Services include but are not limited to:
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Recruitment
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DISC Profiling
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Employment Contracts
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Employee Handbooks
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HR Policies and Procedures
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Employee Relations Initiatives
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Attendance Management
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Appraisal Strategies
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Grievance and Disciplinary Cases
Contact info:
Helen Price-Evans (Director)
David Price-Evans (Operations Manager)
Office: 01243 967961
Helen: 07850 741787
CATS are a multi-award-winning Compliance Support team. We are the number one choice for compliance firms by CISI-accredited firms.
We are a hands-on committed team who love Compliance, we have offices in East Anglia, and North Yorkshire and support clients based throughout the UK. Our offering is completely bespoke to the clients we work with which allows us to be adaptable to whatever it is you need support with. All our consultants are qualified to at least CII Diploma Level 4.
Contact info:
We are a committed team with offices in East Anglia, and North Yorkshire, we have clients based throughout the UK
www.complianceandtraining.co.uk
info@complianceandtraining.co.uk
01206 230804
5-6 Broomfield House, Lanswood Business Park, Colchester, Essex, CO77FD
Outsourced Administration Support
The Intuitive Team provide administration support to financial advice firms. They understand that continuity and professionalism is important, which is why a single dedicated administrator is appointed to provide support to each advice firm on an ongoing basis. Every member of their team has substantial industry experience, along with a solid understanding of products, compliance and regulation.
For additional peace of mind, you can also speak with the relevant administrator before making a decision, giving you an opportunity to find out more about their Financial Services industry experience and skills.
Contact info:
Debbie Condon
Workflow, Management & MI dashboard for IFA businesses
ifaDASH provides the technology on one simple platform to help firms monitor, control, and grow their businesses with speed and simplicity. Designed by IFAs, ifaDASH also connects with CRMs to view the business in real-time, providing MI and reports to help the business grow and support regulatory requirements.
We provide:
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Revenue & target tracking
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New business processing
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Reviews workflow, scheduling and MI
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File reviewing & CPD tool
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T&C monitoring
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MI & reporting
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Valuation calculator
Contact info:
Mark Newman (Director)
threesixty provide personalised compliance and business support services for directly authorised IFA and discretionary management firms.
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Our range of proactive services includes business risk assessments, file reviews, helpdesk support and an online self-serve guidance portal. We also provide technical support, product and fund research, discretionary management support, CPD services and much more. All team members providing regulatory and technical support are at least level 4 qualified.
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Whether you’re a new start up looking to go directly authorised, or a more established firm needing either a little reassurance or more comprehensive support, threesixty has the expertise, experience, and knowledge to help.
Contact info:
Standards International is a leading certification body specialising in the financial services industry.
We offer a comprehensive range of services tailored to businesses and individuals seeking to elevate their professionalism and operational excellence.
Our unique selling proposition lies in our commitment to setting and upholding industry standards through rigorous certification, training, and consultation services.
Whether you're a financial planning firm looking to achieve certification in business management or an individual seeking recognition for your expertise as a financial planner, we provide the expertise and support needed to succeed.
With Standards International, you can trust in our dedication to excellence and our unwavering commitment to helping you thrive in the competitive landscape of financial services.
Contact info:
Michelle Hoskin – Founder and CEO
Bespoke FD support tailored to your needs
With over 20 years in the wealth management industry and dozens of mergers and acquisitions to our name, we’ll help you realise the full potential and value of your business.
We bring specialist knowledge and expertise into your business. Whether you’re looking to grow, plan your succession, realise value, or complete a successful sale, leading industry experts The Flower Group make the process easier, more efficient and less stressful.
We recognise that many smaller businesses in the sector reach a stage where they need higher-level expertise, but may not justify a full-time Financial Director. Our services are tailored exactly to your needs, so you only pay for the time that is required to achieve your goals.
Our key services include:
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High Level FD know-how matched precisely to the amount of time you need
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Maximising revenue and value through growth
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Accelerating Due Diligence to speed up transactions
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Pre-sale due diligence preparation
Contact info:
Gordon Flower
In 2020 Contengo set out to equip its customers to deliver an exemplary service to their clients. To achieve this, three things were needed: integrated systems, accurate data, and a highly configurable system.
Today Contengo offer a state-of-the-art UX-designed onboarding and portal experience for advisers and their clients, automatically plumbing data sources together onto a single accessible integrated platform.
A dedicated data lake for each firm allows exploitation from day one, with bespoke metrics continuously delivered where needed. Firm specified MI dashboards and reporting do the heavy lifting for business intelligence, quality, and compliance monitoring.
Contact info:
Louisa Southey
Open Door Policy consults with IFAs, product manufacturers, and compliance & software support services.
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Creating and documenting propositions to explain in detail how you operate and for use in training and education.
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·The propositions:
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Creating and documenting a Charges Proposition, including a Price and Value Statement.
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Creating and documenting a CIP / CRP.
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Creating and documenting A Consumer Duty Proposition.
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An annual Update and Reset Service making sure it all remains fit for purpose.
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Open Door Policy also build guides and educate via blogs and press articles.
Contact info:
Karl Dines
T: 07885 589 862
The transformational content sharing platform…
Designed for financial advisory firms and advisers, Content Streams saves time, effort, and resource while improving the quality, frequency, and relevance of communications. Integration with leading back-office systems enables advisers to create, approve, share, and track content across all their marketing channels - from within the platform.
Combining cutting-edge marketing automation technology with TOMD's 25 years of experience in resolving the marketing and communication challenges of financial advisory firms.
Contact info:
0333 041 6950
The Financial Planning Club is dedicated to supporting business owners and professionals in the financial planning industry. Founded on the insight that strategic support and community engagement are often more beneficial than immediate recruitment, we offer a comprehensive range of services designed to help firms grow, streamline operations, and navigate the complexities of a heavily regulated industry.
Our Mission:
To provide financial planning firms with the tools, resources, and community support they need to achieve sustained growth and success. We aim to foster a collaborative environment where business owners can share insights, overcome challenges, and implement innovative strategies.
Contact info:
Lee Old – Lewis Byford
Antony George Recruitment focuses solely on the Financial Planning sector. We are the UK’s first financial planning subscription-based recruitment agency.
We source and carefully select competent, professional, and regulated financial advisers, planners, and experienced supporting roles for our clients.
With over 8 years of experience in our sector, our Financial Planning recruitment methods stand out in an industry where the status quo is expected.
Antony George prides itself on being different, motivational, and positive.
Contact info:
Lee Old – Lewis Byford
01268 669 313
Aspen exclusively partners with financial planners and advisers to offer a more transparent and comprehensive MPS solution. We help those who want to focus more on client experience and less on investment administration.
Our Core and Satellite investing framework allows advisers and planners to offer more tailored solutions for clients that meet their needs, whilst still increasing efficiencies.
To help do this, we also offer our firms access to our portfolio discovery tool that can create efficiencies for them whilst delivering a more friendly client experience at the same time.
Being an investment partner means we are here to be seen as an extension of your business, providing proactive and reactive support, allowing you to continue growing your business
Contact Info:
Lewis Brasseaux (Head of Strategic Partnerships)
We're a specialist financial services creative agency. Our stand-out brands and high-performance websites drive ambitious business forward. We've been doing this for well over 10 years. We work with financial advisers, planners, wealth managers, banks and lenders (and all you other money-folk).
In a nutshell, this is what we do:
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Brands with real market stand-out
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Consistency across all your client touch-points
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Clear and concise comms
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Accessible and high-performance websites
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Outstanding ongoing support and website maintenance
Contact info:
Anna Plotnek
0121 461 5824
-Model Office-MO® is an AI Governance Risk and Compliance Audit RegTech
-MO® benchmarks firms against all relevant FCA regulations, automates gap analysis and audit reports, providing heat mapped regulatory report dashboards. MO®nitor AI is MO’s automated client file review and compliance document audit software and MO® is our generative AI compliance chat bot providing 24/7 guidance and resources. MO provides full integration with back-office tech to provide GRC data analytics across key regulations e.g. Consumer Duty
-Model Office-MO® provides all real-time data/MI firms need to evidence and report compliance and reduces compliance costs and time by over 50%
Contact info:
Chris Davies CEO
0203 005 5305
-Recruitment Collective is not just a recruitment agency; we are your strategic partner in talent acquisition, committed to advancing Equality, Diversity, and Inclusion
-Whether you're a start-up looking to build your dream team or an established company seeking to reinforce your workforce, let us be your ally in attracting, selecting, and onboarding top-tier talent that propels your business forward.
-Our deep-rooted understanding of the technology and business services sectors allows us to tailor our approach to match your unique organisational needs, ensuring that we provide you with the most inclusive and forward-thinking talent solutions
Contact info:
Doug Caiger
www.recruitmentcollective.co.uk
07989 918608
4admin is an AI-powered tool built for advisers, paraplanners and administrators that automates ceding scheme analysis.
With 4admin, now advice firms can;
•Analyse effortlessly - spend 86% less time reading policy documents using an AI-powered tool which securely analyses clients' plans at the click of a button.
•Improve Compliance - go from doing to checking. Immediately see what information you're missing and eliminate manual errors.
•Human-In-The-Loop - stay in control with a simple interface for human supervision. Easily review and approve after our AI does the heavy lifting.
•Reallocate Time - save hours per week and release your team to focus on higher value tasks, such as increasing 1:1 client service.
In addition to automating the process of scheme analysis, this app helps speed up the chasing of missing information by automatically generating an email for your additional info. requests, and it updates CRM's like intelliflo at the click of a button.
Contact info:
Arran Kingston: Co-founder
At Navos, we are specialists in technology solutions. Having worked across a multitude of industry sectors including 120 years of combined experience at Hargreaves Lansdown, the UK's largest investment platform, our consultancy understands exactly how to navigate the toughest technology challenges. We are experts in Fintech, combining regulatory know-how with technical expertise.
We blend unsurpassed knowledge with a track record of delivering innovative results to help you achieve your business goals. From constructing an innovative digital strategy, to building bespoke software solutions or implementing dependable cyber security, we can be the trusted technology partner for your business.
Contact info:
David Davies - CEO
W: navos.co.uk
T: 0117 471 1341