The Jigsaw Tree Team
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.
For over 25 years, Chris Baigent-Reed, founder of Jigsaw Tree, has excelled in Financial Services.
Committed to client success, she prioritises honesty in service delivery.
Beyond work, Chris cycles, walks her dogs, runs and is committed to raising money for charity by undertaking events such as the National Three Peaks Challenge.
Her specialism includes in Business, Technology, and Digital Transformation, Project Management, Operations, and Sales Management.
Chris is also a member of the Public Advisory Group (PAG) of the Royal College of Veterinary Surgeons. The PAG exists to support RCVS activities by helping it to better understand issues affecting the public, to act as a sounding board on its draft policies, to assist in the development and improvement of its public services, and to help pilot and test its communications
Senior 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.
Project & Training Lead
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.
Consultancy & Operations Manager
Julia is previously from a legal operations background but moved into Financial Services in 2018. She has a wealth of experience in developing teams, process management, and more recently CRM integration and data analysis.
Julia lives by the mantra "There is a solution for everything, let me help you find it" and is passionate for businesses to fully understand and maximise the Tech Solution of their choice to provide targeted Business Intelligence.
Outside of work, Julia's time is spent with her beloved horse Tito, who has taught her a great deal about the lighter side of life and the ability to laugh at oneself.
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.
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.
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.
Jean’s 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 several 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, Grandmother and has two RSPCA rescue cats.
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.
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.
Nicola’s experience with Financial Services started 18 years ago as an administrator for a Mortgage advice firm where she developed her financial services knowledge and contributed to establishing effective administrative procedures. She has over 25 years of experience working with individual customers as well as larger firms where she aims to provide the best outcomes for all involved delivering excellent customer service.
As one of our outsource specialists for administration clients, Nicola is able to provide valuable support to advisers and other members of their teams to help achieve the right goals of each individual company. She is highly adaptable and flexible in the way she works and enjoys building new professional relationships and delivering the best experience for her clients.
In Nicola’s spare time she enjoys spending quality time with her family and enjoys travel with close friends – and drinking too much coffee! Nicola dreams of one day visiting San Francisco and an extended trip to Australia.
Trainer & Project Manager
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.
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.
Trainer & Project Manager
Naya has previously worked within a large financial advisory firm which has given her first-hand experience of the importance of utilising a CRM correctly and how it can best serve the whole business. She comes from a strong family background in financial services with over 15 years
of experience and fully understands the issues a firm can face without good technology and firm-set processes in place. Naya strongly believes in the positive impact these can have across any business of any size.
Naya prides herself on being able to form a great relationship with her clients, as she has in previous roles, where an open line of communication and support is a must. She is very enthusiastic about
her career and believes she has found her home at Jigsaw Tree, where her ambition and determination will be celebrated. Her life before Jigsaw Tree demonstrates resilience and adaptability which means she will be able to guide clients through any issues they may have and do so with the same positive attitude.
Trainer & Project Manager
Ramon has worked in the Financial Services industry for over 25 years, helping financial intermediaries get the best out of their technology.
His experience and skills from working in a number of roles including business analyst, migration specialist and implementation consultant provide a wealth of knowledge that can add value to any business wishing to improve the way they work.
He is a natural problem-solver and underpinning his approach to work is his openness to listening and learning, his strong analytical skills, and the importance of building trust though great customer service.
Outside of work, Ramon enjoys long runs and walks in the countryside, reading, and playing the guitar. He loves to share in all of this with his family.
Sarah comes with a wealth of experience in administration and business management. She is an excellent communicator and prides herself on developing client relationships.
Sarah has worked in a variety of industries including running her own business in Interior Design. She worked in the events industry for 8 years, from London 2012 to the Commonwealth Games 2019 on the Gold Coast and brings a wealth of project management experience at a senior level. Her time in this industry demonstrated her capability of being very versatile and resilient under pressure.
She has a varied background having been brought up on a dairy farm in the depths of Dartmoor and is a qualified riding instructor. Her passion now is very much her dogs, Buxton, Storme and Effie all of whom she has bred herself as well as a love of cooking. Sarah is a mother and grandmother and can often be found supporting her youngest son on the side of a rugby field as well as her grandson who has just started his rugby career.
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.
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.
Karen has had a career in marketing that has spanned over 30 years split between corporate marketing in the IT Industry and being a freelance marketing consultant. She has an excellent understanding of business operations, project management, and communication channels.
Results-driven, Karen prides herself in putting strategic plans in place to achieve the goals we have set for our business growth. She is then responsible for overseeing the implementation of individual marketing activities and reporting.
Outside of work, Karen enjoys travel, pottering around in her garden, cookery, and drinking coffee!
Lark has been working in design, content creation, and marketing for 10 years, focusing on web design and content leverage. She is responsible for managing the social media accounts for Jigsaw Tree since 2018, sharing company updates and achievements with their followers.
Lark enjoys brewing cider in her spare time and spending time in her garden with her husband, dogs, and chickens.
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.