The Jigsaw Tree Team

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It's all about the team

We are enthusiastic and passionate about the impact effective technology can have on a modern advice firm and are happy working with firms to develop the right strategy for their business. However, unlike other support firms, we believe our partnership with clients should go beyond the strategy. We will work with you to plan and execute change, thus ensuring you realise the benefits you are expecting.

Jigsaw Team
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Chris Baigent-Reed 
Managing Director

Over the last 25 years, Chris Baigent-Reed has earned a stellar reputation as a dedicated and passionate Financial Services specialist.
 

As the founder and business owner of Jigsaw Tree, Chris always looks to achieve the best possible outcome for her clients and ensures they are always the key priority.  Her honest approach is seen throughout the firm's delivery of its services to the advice firms it works with.
 

When she isn’t working, Chris spends her time cycling, walking with her dogs and running.  She is committed to raising money for charity by cycling and other challenging events. She recently completed the National Three Peaks Challenge in 24 hours and she works closely with the firm's chosen charities to give back to the local community.

 

Chris’ specialism includes Business, Technology and Digital Transformation, Project Management, Operations and Sale Management.

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Deb Hearn-Kay 
Operations & Consultancy Director

Deborah is a personable and experienced business professional with over 25 years of experience within senior management positions.

She is experienced in operations, client management, financials, acquisition and mergers within the UK and Australia. Deborah joined Jigsaw Tree from Intelliflo Office, where she has been part of the project management team onboarding clients to the Intelliflo system. She brings her experience to complement the operations and consultancy team at Jigsaw Tree.

Her experience spans from start-ups to nationals, both in the UK and overseas, which means she compliments the current team very well.

When not at work Deborah likes to be with her two Jack Russells, Charlie and Betty, and to be in her garden, especially the greenhouse. She also is a keen breeder of poultry and waterfowl.

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Jean Gillies 
Outsourcing Specialist

Jean Gillies’ 30 years in the Life & Pensions sector has taught her to value composure and directness when working to ensure each client’s needs are met.

 

Having previously worked as an Administrator, Administration Manager and Finance Manager with a number of companies (including Barclays Bank and Arthur J Gallagher), Jean’s natural curiosity means she derives great pleasure from investigating client issues and working towards a suitable resolution.

 

In her personal life, Jean is a committed Mother and Grandmother. She finds real happiness in watching her family continue to accomplish amazing things and remains endlessly proud of them. She rescued two cats - Lizzie and Polly - from the RSPCA nearly ten years ago. They still find excuses to fight each other but Jean reminds us that, on a good day, they are polite, well-behaved, and very loved.

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Zoe Stretton
Outsourcing Specialist

As one of our Outsourcing Specialists, Zoe works hard to deliver a reliable service to our outsource clients.

 

Previously specialising in income and commissions at Iress, Zoe has a wealth of experience in revenue management.

 

She is passionate about helping firms get the most value for their money and approaches every project with a keen eye for detail and impressive processing skills.

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Gemma Allton 
Outsourcing Specialist

Gemma has spent the past 15 years working in Financial Services. She is a self-motivated and integral part of the Jigsaw Tree team who prides herself on the ability to adapt to new tasks and problem-solve quickly.

 

As a Virtual Administrator, she helps our clients spend less of their time on administration tasks and prioritise their own client’s needs and concerns.

 

Gemma is devoted to her family and describes her daughter Hollie as the reason she does everything. She adores her home life and is proud to say she’s worked hard for it.

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Kirsten James 
Outsourcing Specialist

Kirsten’s 20 years experience as an Administrator has taught her the importance of close client relations.

 

She prides herself on providing excellent customer service whilst getting the job done in a timely and efficient manner. Kirsten helps clients find easier ways to supply correct data through her unfaltering commitment to teamwork and problem-solving.

 

Kirsten describes her greatest accomplishment as “becoming a mum” and quietly harbors dreams of one day working on a large game reserve.

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Sally Bousfield 
Outsourcing Specialist

Sally brings a vast range of Financial Services experience to her work with Jigsaw Tree.

 

As a Client Services Manager, she previously worked on a one-to-one basis with Advisers and clients. As a competent member of the outsourcing team, Sally understands the entire Income Reconciliation process; from input to completion.

 

Keenly professional and knowledgeable, Sally is always committed to giving each of our clients an excellent service.

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Rebecca Evans 
Outsourcing Specialist

At Jigsaw Tree, Rebecca is currently working with a number of IFAs across the country, providing experienced administration support.

 

Rebecca began her career working for Sesame Bankhall Group. Their focus on the many different areas of adviser support provided her with an extensive and valuable grasp on the demands of the Financial Services industry.

 

She is proficient with Intelligent Office and a thoroughly organised member of the team.

Kath is currently overseeing an entire Operational function, including Paraplanning and Administration, with a view to managing process through workflows and pipelines business reporting.

 

Her background in Financial Services is far-reaching. Beginning her career processing New Business applications with Liverpool Victoria before moving onto work for Swiss Re at their UK Headquarters.

 

Her list of administration roles include: income reconciliation, valuations, Letters of Authority processing and client/provider liaison.

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Kath McKenzie
Outsourcing Specialist

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Hugo Trebels
Finance Assistant/Outsourcing Specialist

Hugo is a vastly experienced and commercially-minded Finance Assistant.

 

His responsibilities include ensuring all of our clients are invoiced correctly and being on hand to answer any questions the clients may have.

 

Since starting his work with Jigsaw Tree in 2014 he has provided valuable administration support and works with a number of clients providing outsourced income reconciliation.

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Lorraine Bunn
Outsourcing Specialist 

Lorraine is highly experienced at supporting Financial Advisers having worked as an administrator in the sector for many years.

 

Early in her career she worked for a small company focused on delivering Investment and Pension advice where she gained knowledge of the industry, its processes and the importance of client service. Lorraine then progressed to larger companies, which offered a wider range of advice, including Life Assurance and Mortgage advice.

Lorraine has also worked in the Care sector, providing administration skills to a care home for adults with Autism.

 

Lorraine is a coffee lover who spends any leftover energy by jogging or using her spin bike.

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Jon Dunbar
Outsourcing Specialist 

Jon has previously worked for over 10 years in a financial services network working his way through various roles starting in the Commissions department and working his way up to being an account manager for their client management system. He has experience working as an administrator in a small, busy IFA firm.

 

He has experience in system configuration, implementation, document designer, compliance, commissions and conducting training for single users up to large group sessions and presentations. 

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Craig Minards
Outsourcing Specialist 

Having worked in technology services for over 25 years including Payroll, HR and Financial Services, Craig comes with a wealth of practical hands-on and consultancy experience.  As Head of Internal Projects at Grant Thornton UK LLP he diversified his career and his team managed projects from business restructuring, technology implementations to office moves and refurbishment. 

 

A qualified MSP Practioner, PRINCE 2 Practioner and Change Management Practioner,  his drive is effectiveness and efficiency. He brings to the table the desire to deliver the very best for our customers with strong analytical skills and great attention to detail. 

 

In his younger years, he worked as Cabin Crew and the passion to travel remains strong, now with his family in tow.

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Gill Milward
Business Consultant

Gill has been in Financial Services since 2001 and has experience working for multiple networks and DA support providers in that time. 

 

In her more recent roles she has taken that experience into Financial Services Technology where she has used her  knowledge along with her ability to review and analyse situations and resolve problems for firms so that they gain better outcomes.

 

Combining all of her diverse skills means that Gill finds solutions with a practical and outcome based approach.

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Justine Clarke
Business Consultant

Justine arrived from New Zealand in 2000 and loved it here so much, she couldn’t leave! She has worked in Financial Services since arriving in the UK, both in advisory firms and for back-office software providers.

Justine has both the practical experience of using technology to improve processes and consultancy and training skills to help embed business efficiencies. She offers practical advice and solutions based on experience and works with firms to determine how best to plan and effect change and streamline business processes. 

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Helen Price-Evans
HR Manager

Helen Price-Evans is a CIPD qualified professional with over 20 years of human resources management, business training and coaching experience.

Helen, who has a long career history in customer services, has a warm and personable relationship-orientated approach. Her excellent sense of humour and positive energy helps to yield excellent results from the Jigsaw Tree team.

She uses her insight and NLP coaching skills to help us realise our potential and harnesses it for ultimate success.

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John Escreet
Infrastructure Manager 

John is responsible for all of Jigsaw Tree’s technology and infrastructure needs.

 

With over 20 years experience, he began his career in Financial Services at Towry Law in 2006. Since joining our team, John has provided valuable advice centred around our technology solutions and implementations.

 

The right technology ensures that we provide the best virtual face-to-face support to all of our clients. Facilitating this makes John a hugely important member of our team.

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Bruce
The Office Dog

Bruce is the star of many of our campaigns. Despite the attention, he has managed to keep his paws on the ground.

His other duties include keeping Chris company in her garden office and providing feedback on marketing material.