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Financial Advice Consultancy & Support Services

Business improvement is a journey, not a race.

Jigsaw Tree is a specialist consultancy and outsourcing firm who work in collaboration with financial advice firms to support and improve their operations. We deliver a suite of services provided by the best professionals which add value and support the business requirements of the IFA companies we partner with.

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Why We're Different


We love to listen

Financial advisors listening to clients

We don’t just listen with the intent to reply, we hear you.

We love to listen to financial advisers talking about their businesses and offer independent, expert support. 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 to get you there.

As an expert financial services consultancy, we can help build a plan of action that will pull together technology, people and processes to create a model that enables you to deliver a compelling client proposition.


“Seek first to understand, then to be understood."

— Dr Stephen Covey


Our Services for Financial Advice Firms


We're a specialist IFA Practice Consultancy

We work collaboratively with you to provide our expertise and experience to transform your operations or take the burden away from existing administrative practices. Below is a selection of the consultancy and outsourcing services we can offer for financial advisor companies.


"Outsourcing is inevitable, and I don’t think it is necessarily treating people like things."

— Dr Stephen Covey

Outsourcing services and consultancy for finance advice companies


This service is crucial for financial advice firms considering a change in their technology.  We help build the technology model and then select and implement the right technology to ensure the best outcomes are achieved.


We deliver a suite of outsourced services including admin services, data management and income reconciliation to help reduce cost, mitigate risk and improve client satisfaction.  Let our Outsourcing Specialists do the heavy lifting in your business.


Our Technology Services are designed to facilitate better adoption, configuration and use of your selected technology.  We combine our knowledge with your goals and work with the end-users to achieve positive results.

What Our IFA Clients Say

Our clients are at the heart of our business

At Jigsaw Tree we are focused on delivering positive client outcomes for firms offering finance advice, and we will always make sure the needs of our clients are our first priority.

Please have a look at what our clients have to say about the services that we provide for them and if you would like a reference site, please do let us know and we will be delighted to make an introduction.

Outsourcing services and consultancy - Jigsaw Tree

"Having outsourced Income Reconciliation to Jigsaw Tree it has freed up significant time and costs for the business. We have mitigated the risk of having one person responsible and know with Jigsaw Tree’s expertise this is completed accurately and on time"

Mike Leigh, Director, Haven IFA Ltd


"Having worked with Jigsaw Tree on a number of previous projects we contacted them for their help on outsourcing our client review process for one of our advisers. By working with Jigsaw Tree to scope our requirements we have confidence that our clients will continue to receive the same high standard of service "

Robin Hall, Managing Director, Kymin

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"As part of our acquisition programme we are using an online Project Management tool and needed help in getting our complex projects built.  We have enlisted the help of Jigsaw Tree to map the processes and in turn create our project plans.  This has proved to be an incredibly worthwhile exercise and has also helped mitigate key person risk "

Phil McGovern, Managing Director, MPA Financial Management Ltd

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"The data transfer has been completed in record time, with minimal input from us and the new company has been very impressed with the professionalism and attitude with everyone at Jigsaw Tree. I would happily recommend them to anyone."

Sue Groves, Operations Manager,

Newell Palmer


“The transition from our existing CRM to Intelliflo Office was a huge decision and a massive project to take on.  We researched the transition options and decided to engage the services of Jigsaw Tree to help us achieve our objective.  This was the best decision we could have made and I would recommend Jigsaw Tree without hesitation or reservation when taking on such a significant change”

Richard Bourne, Business Development and Marketing Manager

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"When we decided to change our back-office solution we realised that in order to get a good outcome we needed some expertise to help with this transition.  Jigsaw Tree were able to support this transition and bring valuable expertise to make this as smooth as possible."

Jon Lawson, Director, Fiveways


"Prior to Jigsaw Tree's service, our Income Reconciliation was done via excel with no sight of fee expectations. This is no longer the case. We could not have set up Income Reconciliation within Intelliflo Office without Jigsaw Tree. An additional benefit is we have removed the risks around having a single person doing  the process."

Brian Russell, Russell Investments

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"Since we have outsourced Income Reconciliation to Jigsaw Tree it now only takes up 10-15% of my time, which is amazing and leaves me free to focus on other areas of the business." 

Sarah Jackson, Premier Financial Management

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"Jigsaw Tree has been a great help with assisting us in our monthly income reconciliation. They provide an efficient, friendly and professional outsourcing service and I would recommend them to any IFA that needs assistance."

Julie Treherne,

Brunsdon Financial

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"Engaging with Jigsawtree has ensured that income is reconciled efficiently, correctly and in a cost-effective manner for our business.  It is essential that we have the confidence to outsource this key element to a trusted and experienced party and Jigsawtree delivers."

Heidi Dann,

Sovereign Independent Financial Advice


"Having recently reviewed our internal processes it was clear that we could benefit from introducing best practice across the business. Having Jigsaw Tree run and facilitate our process mapping workshops has been a breath of fresh air in helping us achieve what good looks like."

Helen Lindo, Director,

Russell Ulyatt Financial Services


"Jigsaw Tree's participation in onboarding us with Intelliflo Office was integral to the cross over from our previous CRM system.  We established a good relationship from the outset and they were very clear in outlining the project and the scope of work involved, and what our expectations should be.  The team are extremely well skilled and knowledgeable and they delivered within the desired time frames.  They have since proved invaluable to us in the processing of adviser commissions, always with good communication and follow up when required, and as such I would highly recommend them in their area of expertise."

Amanda Penny, Partner, Pennymatters

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We’ve used Jigsaw Tree for our Income Reconciliation for over 6 years now and have always been extremely happy with the service. The communication is always excellent, it’s completed within agreed timescales and there’s always someone there if we need any assistance. They take something that can be very time consuming and a real headache and deliver back to you the part you actually want, which is all the useful MI. I wouldn’t hesitate to recommend them to other firms.

Alice Walton
Financial Services Manager

P W White and Partners Limited

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