Client Testomonial Videos

An interview with Cullen Wealth's Head of Risk and Compliance, Ben Woodward, about Jigsaw Tree's work to support them with implementing Intelliflo Offcice into their business and the shift from Adviser Office.

Dale Regan at FB Wealth who talks about the support provided to help them select and implement new technology, Intelliflo Office. This included the use of our floor walking service.

An interview with The Fry Group's CTO, Aidan Bailey, about our work to support them with project management and process mapping to implement their new CRM, CURO.

An interview with Greg Simkin Managing Director at Unity Wealth about our Database Assessment and MI service which is ideal for firms looking to acquire or be acquired.

An interview with Fidelius Director, Ian Fowler, about our work to support them with a smooth transistion to their new back-office technology, Intelliflo Office.

An interview with Kymin Managing Director, Robin Hall, about why they used Jigsaw Tree's Income Reconciliation service.