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Trusted Partners

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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.

Members of staff listening to their customer requirements
Logo of our trusted partner Engage Process

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

kyle@engageprocess.com
 

Hans Arnouts, CMO & Partner Manager

hans@engageprocess.com
 

www.engageprocess.com
www.engageprocess.co.uk

 

Logo of our trusted partner - moneyinfo

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

sim.sangha@moneyinfo.com

Tessa Lee - Managing Director

tessa.lee@moneyinfo.com

Tel: 03303 600300

www.moneyinfo.com



 

Logo of our trusted partner - Woven Advice

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

www.wovenadvice.com



 

Logo of our trusted partner - Verve

 

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

kim@weareverve.co.uk or

hello@weareverve.co.uk

www.weareverve.co.uk

Tel: 01325 952116



 

Logo of our trusted partner Catalyst Partners

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      

rr@thecatalysts.uk

www.thecatalysts.uk


 

Logo of our trusted partner - Compex IT

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)

mark.dodds@compexit.co.uk

www.financial-it.co.uk

0121 296 2500

LinkedIn:

Mark Dobbs

Company Page



 

Logo of our trusted partner - Idex

Established in 2008, Idex Financial Services division is dedicated to delivering bespoke solutions based on quality and service delivery, rather than volume.

With a cumulative experience of over 230 years, our team possesses experience and extensive knowledge in the Financial Services sector, spanning Financial Planning, Commercial Banking, Change & Transformation, Employee Benefits, Health & Risk, Investment & Asset Management, Paraplanning & Technical Support, Pensions & Actuarial, Pensions Operations, Risk Management, Mergers & Acquisitions, and Wealth Management.

Our talent acquisition offering uses various platforms and tools to provide you with a steady stream of high performing active and passive talent. Our strategy is based on nurturing talent in a specific niche or specialism to build an engaged pipeline of skilled professionals for you to hire from.

Contact info:

 

Tony Bates

Tony.bates@idexconsulting.com

www.idexconsulting.com

0333 700 4339
 

Logo of our trusted partner Starfish People

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:

  • Recruitment

  • DISC Profiling

  • Employment Contracts

  • Employee Handbooks

  • HR Policies and Procedures

  • Employee Relations Initiatives

  • Attendance Management

  • Appraisal Strategies

  • Grievance and Disciplinary Cases

Contact info:

Helen Price-Evans (Director)

David Price-Evans (Operations Manager)

Jess Bachen (HR Advisor)

Bethany Evans (Business Dev Manager)

 

Office: 01243 967961

Helen: 07850 741787

info@starfishpeople.com

www.starfishpeople.com

Logo of our trusted partner - CATS are a multi-award-winning Compliance Support team.

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

 

Logo of our trusted partner Intuitive

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

info@intuitivesupportservices.com

01376 74 3113

www.intuitivesupportservices.com

Logo of our trusted partner IFA Dash

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:

 

  • Revenue  & target tracking

  • New business processing

  • Reviews workflow, scheduling and MI

  • File reviewing & CPD tool

  • T&C monitoring

  • MI & reporting

  • Valuation calculator

Contact info:

Mark Newman (Director)

mark@ifadash.co.uk

info@ifadash.com

07525 179895

www.ifadash.com

Logo of our trusted partner - threesxity

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:

www.threesixtyservices.co.uk

O3707 360 360

talktous@threesixtyservices.co.uk

Logo of our trusted partner - DCI

Your Virtual Data Integrity Analyst

DCI was created by its founders following many years of experience working with the challenges faced by regulated firms.
 
From the outset, our focus has been on data as this is typically the source of many challenges faced by financial services firms.  We understand your business and the problems you encounter resulting from working with legacy architecture; and the resultant poor data quality.

Our approach has been to create a software solution that identifies bad data as soon as it occurs and before it can have a material impact.

Contact info:

 

Simon Ray (Director)

simon.ray@wealth-dci.com

www.wealth-dci.com

07711 696236



 

The logo of our trusted partner RIE Solutions

RIE Solutions offers effective practice management support, operational advice, and mentorship.

 

How do we do this?
 

Through a menu of services that reflects individual business needs and budgets. The Master Practitioners Club is our flagship online subscription service for Practice Managers and Operations Directors of Financial Advisory firms. It’s an online community of aspiring leaders of small to medium size businesses that are perfect for improving your knowledge and expertise, sharing ideas and challenging best practice methods.

 

The beauty of this service is that it’s available to you 24/7 365 and provides the information you really need.

Contact info:

Dominika Sieradzka-MacCuirc

www.rie.solutions

Dominika@rie.solutions

The logo for our trusted partner - Post Partner Digital Specialists

Utilising cutting-edge technology, Post Partner helps its clients to manage hard copy documents, such as the ‘daily post’, and digital documents, such as ‘e-mail’, in highly efficient ways.
 

Post Partner can deliver digital efficiency in three different ways, but with the same technology at its core:

  • Via a fully ‘Outsourced’ service

  • By way of a ‘Hybrid’ solution

  • The implementation of an ‘In House’ solution

Post Partner is the leading provider of digitisation services requiring real care and attention in the Financial Services and Legal sectors.
 

Clients choose Post Partner on the basis of Quality; safe in the knowledge that we will improve standards and reduce risk with respect to document management, whilst also promoting efficiencies and reducing cost.

Contact info:

Tom Bailey – MD

www.postpartner.co.uk

info@postpartner.co.uk

0800 074 5419

Logo of our trusted partner JustFA

JustFA – more than a platform.
 

We provide financial advisers with a way to build a more valuable business.

JustFA platform is a digital advice solution that saves time and reduces admin costs, engages new markets and accelerates growth.JustFA brings everything the adviser needs to complete online financial advice, all into one secure environment.

 

It includes an investment platform, a range of portfolios and tax wrappers, a full suite of tools to cover client onboarding, fact-finding, risk profiling, and recommendation reports, a co-branded client portal, online client engagement tools and a number of other features.

Contact info:

Alexandra Ilinskaia – Chief Executive Officer

Debbie Dry – Head of Business Development

www.JustFA.uk

info@justfa.uk

0207 802 2298

Logo of our trusted partner - Flower Group

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:

  • High Level FD know-how matched precisely to the amount of time you need

  • Maximising revenue and value through growth

  • Accelerating Due Diligence to speed up transactions

  • Pre-sale due diligence preparation

Contact info:

Gordon Flower

www.theflowergroup.co.uk

gordon.flower@theflowergroup.co.uk

07917 634 597

Logo of our trusted partner - Standards International

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

www.standardsinternational.co.uk

hello@standardsinternational.co.uk

Logo of our trusted partner - Contengo

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

https://www.contengo.net/

enquiries@contengo.net

(01865) 735705

Logo of our trusted partner - Open Door Policy

Open Door Policy consults with IFAs, product manufacturers, and compliance & software support services.  

  • Creating and documenting propositions to explain in detail how you operate and for use in training and education.

  • ·The propositions:

    • Creating and documenting a Charges Proposition, including a Price and Value Statement.

    • Creating and documenting a CIP / CRP.

    • Creating and documenting A Consumer Duty Proposition.

  • An annual Update and Reset Service making sure it all remains fit for purpose.

  • Open Door Policy also build guides and educate via blogs and press articles.

Contact info:

Karl Dines

www.opendoorpolicy.co.uk

T: 07885 589 862

E:info@opendoorpolicy.co.uk

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