Trusted Partners
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.
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.
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Contact info:
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Roderic Rennison, Director
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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.
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Contact info:
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Martha Calder-Jones, Business Development Manager martha@engageprocess.com
Hans Arnouts, CMO & Partner Manager
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:
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Revenue & target tracking
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oNew business processing
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Reviews workflow, scheduling and MI
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File reviewing & CPD tool
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T&C monitoring
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MI & reporting
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Valuation calculator
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Contact info:
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Mark Newman (Director)
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.
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Contact info:
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Debbie Condon
JustFA – more than a platform.
We provide financial advisers with a way to build a more valuable business.
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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.
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Contact info:
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Alexandra Ilinskaia – Chief Executive Officer
Debbie Dry – Head of Business Development
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:
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Via a fully ‘Outsourced’ service
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By way of a ‘Hybrid’ solution
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The implementation of an ‘In House’ solution
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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.
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Contact info:
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Tom Bailey – MD
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.
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Contact info:
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Dominika Sieradzka-MacCuirc
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:
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Recruitment
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DISC Profiling
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Employment Contracts
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Employee Handbooks
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HR Policies and Procedures
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Employee Relations Initiatives
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Attendance Management
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Appraisal Strategies
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Grievance and Disciplinary Cases
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Contact info:
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Helen Price-Evans (Director)
David Price-Evans (Operations Manager)
Jess Bachen (HR Advisor)
Bethany Evans (Business Dev Manager)
Office: 01243 967961
Helen: 07850 741787
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.
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Contact info:
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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
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.
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Contact info:
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Your Virtual Data Integrity Analyst
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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.
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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.
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Contact info:
Simon Ray (Director)
07711 696236
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IT Support partner for financial services firms
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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.
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Contact info:
Mark Dodds (Owner)
0121 296 2500
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LinkedIn:
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