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JigsawTree's profile picture. Fintech consultancy and outsourcing company, dedicated to working with advisory firms to elevate and streamline their operations.

Jigsaw Tree

@JigsawTree

Fintech consultancy and outsourcing company, dedicated to working with advisory firms to elevate and streamline their operations.

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Jigsaw Tree
 @JigsawTree
8 Sep

Read our case study that delves into navigating the PMS selection journey and driving efficiency with the right PMS 📈 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy #TechnologyChange

JigsawTree's tweet image. Read our case study that delves into navigating the PMS selection journey and driving efficiency with the right PMS 📈 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy #TechnologyChange
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Jigsaw Tree
 @JigsawTree
28 Agu

We hope that you find this article an interesting read! Click here to read for yourself: jigsawtree.com/post/harnessin… #Collaboration #NewArticle#FinTech #JigsawTree

JigsawTree's tweet image. We hope that you find this article an interesting read! Click here to read for yourself: jigsawtree.com/post/harnessin… #Collaboration #NewArticle#FinTech #JigsawTree
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Jigsaw Tree
 @JigsawTree
13 Agu

Read our case study that delves into all the process optimisation through process mapping and outsourced reconciliation! 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy #TechnologyChange

JigsawTree's tweet image. Read our case study that delves into all the process optimisation through process mapping and outsourced reconciliation! 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy #TechnologyChange
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Jigsaw Tree
 @JigsawTree
8 Agu

🐾 Happy International Cat Day from the Jigsaw Tree team! 🐱 We’re celebrating with a few of our purr-sonal favourites - meet the feline friends who keep us company, supervise our Teams calls, and remind us who's really in charge. #InternationalCatDay #TeamCats #JigsawTree

JigsawTree's tweet image. 🐾 Happy International Cat Day from the Jigsaw Tree team! 🐱 We’re celebrating with a few of our purr-sonal favourites - meet the feline friends who keep us company, supervise our Teams calls, and remind us who's really in charge. #InternationalCatDay #TeamCats #JigsawTree
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Jigsaw Tree
 @JigsawTree
31 Jul

This article is on the topic of maximising efficiency and refocusing internal resources through outsourcing💼🧑‍💻 jigsawtree.com/post/outsource… #Collaboration #NewArticle

JigsawTree's tweet image. This article is on the topic of maximising efficiency and refocusing internal resources through outsourcing💼🧑‍💻 jigsawtree.com/post/outsource… #Collaboration #NewArticle
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
30 Jul

🌟👯‍♂️ Happy International Best Friend Day! 👯‍♀️🌟 #InternationalBestFriendDay #JigsawTree #FinancialServices #Consultancy #Outsourcing #ClientSupport

JigsawTree's tweet image. 🌟👯‍♂️ Happy International Best Friend Day! 👯‍♀️🌟 #InternationalBestFriendDay #JigsawTree #FinancialServices #Consultancy #Outsourcing #ClientSupport
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Jigsaw Tree
 @JigsawTree
28 Jul

🚀 At Jigsaw Tree, we're proud to be working alongside Plannr From onboarding and site configuration to training and workflow setup — we make sure your team is fully equipped to harness everything this beautifully intuitive platform has to offer. #Plannr #FinancialServices

JigsawTree's tweet image. 🚀 At Jigsaw Tree, we're proud to be working alongside Plannr From onboarding and site configuration to training and workflow setup — we make sure your team is fully equipped to harness everything this beautifully intuitive platform has to offer. #Plannr #FinancialServices
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Jigsaw Tree
 @JigsawTree
24 Jul

🚀 Check out the latest Podcast Episode Episode 7: Guest Session with Nick Eatock discussing intelliflo and the evolving tech industry 🎧 Listen now: buzzsprout.com/2444233/episod… #TheChangeCurve #Podcast #NewEpisode #intelliflo #TechTalk #Innovation

JigsawTree's tweet image. 🚀 Check out the latest Podcast Episode Episode 7: Guest Session with Nick Eatock discussing intelliflo and the evolving tech industry 🎧 Listen now: buzzsprout.com/2444233/episod… #TheChangeCurve #Podcast #NewEpisode #intelliflo #TechTalk #Innovation
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
14 Jul

In this Webinar, we’ll cover: ⏱️ The true cost of inefficiency 🗺️ How to use process mapping for clarity and control 🧩 Rethinking your tech stack to future-proof your workflow 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hYSmKTaKhH…

JigsawTree's tweet image. In this Webinar, we’ll cover: ⏱️ The true cost of inefficiency 🗺️ How to use process mapping for clarity and control 🧩 Rethinking your tech stack to future-proof your workflow 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hYSmKTaKhH…
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Jigsaw Tree
 @JigsawTree
11 Jul

📢 Notice: Jigsaw Tree Summer Closure – 17th & 18th July 🔧 Need urgent assistance during this time? Our trusted colleagues Zoe Stretton and Elizabeth Keene will be available: 📞 07930 441824 📧 [email protected] #Summer Party #JigsawTree #TeamBuilding #FinancialServices

JigsawTree's tweet image. 📢 Notice: Jigsaw Tree Summer Closure – 17th & 18th July 🔧 Need urgent assistance during this time? Our trusted colleagues Zoe Stretton and Elizabeth Keene will be available: 📞 07930 441824 📧 outsource@jigsawtree.com #Summer Party #JigsawTree #TeamBuilding #FinancialServices
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
9 Jul

Read our case study that delves into all the key benefits of driving operational efficiencies through process mapping and BOSS 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy

JigsawTree's tweet image. Read our case study that delves into all the key benefits of driving operational efficiencies through process mapping and BOSS 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bfc… #CaseStudy
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
8 Jul

🚀 WEBINAR ANNOUNCEMENT Time & Money: Maximise Your Time Without Working Longer Hours 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hYSmKTaKhH…

JigsawTree's tweet image. 🚀 WEBINAR ANNOUNCEMENT Time & Money: Maximise Your Time Without Working Longer Hours 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hYSmKTaKhH…
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Jigsaw Tree
 @JigsawTree
4 Jul

Team Member Spotlight With 20 years of experience as an Administrator, Kirsten values close client relationships and prides herself on excellent customer service. She efficiently helps clients find easier ways to provide accurate data through teamwork and problem-solving.

JigsawTree's tweet image. Team Member Spotlight With 20 years of experience as an Administrator, Kirsten values close client relationships and prides herself on excellent customer service. She efficiently helps clients find easier ways to provide accurate data through teamwork and problem-solving.
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
30 Jun

🛑 The FCA data request lands today! 🛑 📍 Live on Zoom 🗓️ Tuesday 1st July | 9AM 🎟️ Register here: us06web.zoom.us/webinar/regist… #FCADataRequest #FinancialServices #Webinar #LearningEvent #FCAUpdate

JigsawTree's tweet image. 🛑 The FCA data request lands today! 🛑 📍 Live on Zoom 🗓️ Tuesday 1st July | 9AM 🎟️ Register here: us06web.zoom.us/webinar/regist… #FCADataRequest #FinancialServices #Webinar #LearningEvent #FCAUpdate
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
27 Jun

🧩 Happy #MSMEDay! 💡 Did you know? The UK is home to over 5.5 million SMEs, account for 3/5 of the employment and around 50% of turnover in the UK private sector. #JigsawTree #MSMEDay2025 #SMEsMatter #FinancialAdvice #TechOptimisation #SmallBusinessBigImpact #FintechSupport

JigsawTree's tweet image. 🧩 Happy #MSMEDay! 💡 Did you know? The UK is home to over 5.5 million SMEs, account for 3/5 of the employment and around 50% of turnover in the UK private sector. #JigsawTree #MSMEDay2025 #SMEsMatter #FinancialAdvice #TechOptimisation #SmallBusinessBigImpact #FintechSupport
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Jigsaw Tree
 @JigsawTree
25 Jun

We couldn’t be prouder of our very own Christina Henderson, who had the honour of serving as a judge at the Corporate Adviser awards! As the big reveal draws closer, we’re wishing all the finalists the best of luck for the results on 26th June. #CorporateAdviserAwards2025

JigsawTree's tweet image. We couldn’t be prouder of our very own Christina Henderson, who had the honour of serving as a judge at the Corporate Adviser awards! As the big reveal draws closer, we’re wishing all the finalists the best of luck for the results on 26th June. #CorporateAdviserAwards2025
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
24 Jun

🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-select… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation

JigsawTree's tweet image. 🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-select… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation
JigsawTree's tweet image. 🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-select… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation
JigsawTree's tweet image. 🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-select… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation
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Jigsaw Tree
 @JigsawTree
23 Jun

We're incredibly grateful to our client Clare Maddison at Aaron Tawny for the wonderful five-star Google review! ⭐️⭐️⭐️⭐️⭐️ #PositiveReview #GoogleReview

JigsawTree's tweet image. We're incredibly grateful to our client Clare Maddison at Aaron Tawny for the wonderful five-star Google review! ⭐️⭐️⭐️⭐️⭐️ #PositiveReview #GoogleReview
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JigsawTree's profile picture.
Jigsaw Tree
 @JigsawTree
19 Jun

Here is our #TopTip regarding income reconciliation! 🔍💡 Having unknown income and unlinked provider fees within Intelliflo office, Xplan, Curo or Plannr will affect the accuracy of your RMAR data – why not speak to us about this? #TopTip #IncomeReconciliation #JigsawTree

JigsawTree's tweet image. Here is our #TopTip regarding income reconciliation! 🔍💡 Having unknown income and unlinked provider fees within Intelliflo office, Xplan, Curo or Plannr will affect the accuracy of your RMAR data – why not speak to us about this? #TopTip #IncomeReconciliation #JigsawTree
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parmenionuk's profile picture. Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is built from the ground up to be the home for your investment proposition. Media: press@parmenio

Parmenion

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paulmorley19's profile picture. Forest, Family, Wine, Fintech. (Priority order constantly interchangeable). Occasionally sharing sporting musings on @forestfocuspod and https://t.co/fDcMo6yT7H

Paul Morley

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antmiddleton's profile picture. 🫡🇬🇧 FMOL, Family, Politics, Web3, Unity 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁳󠁣󠁴󠁿🏴󠁧󠁢󠁷󠁬󠁳󠁿🇮🇪 https://t.co/rSREXRfwLd $ANT Let’s change the face of politics together!

Ant Middleton

@antmiddleton
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Neil F Liversidge

@NeilFLiversidge
langcatsteve's profile picture. Pointless Champion, a real high for mainstream TV. Professional Adviser Personality of the Year 2020, a real low for financial services.

Steve Nelson

@langcatsteve
JoeMasterplan's profile picture. Director @ Masterplan Wealth Co-Founder @ Suitably .Chartered Financial Planner by day, building widgets by night!

MasterplanJoe

@JoeMasterplan
FoundationVerve's profile picture. The not-for-profit arm of @GroupVerve, born as a result of the Covid-19 pandemic with the aim of creating and investing further into the future of #finance.

The Verve Foundation

@FoundationVerve
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Dan Oakes

@DanOakesBP
DelboyMaddie's profile picture. Compliance manager @GroupVerve And yes, the irony of my surname is not wasted on me.

Maddie Delboy

@DelboyMaddie
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Tom Orchard

@Tom_Orchard
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David Burnell Financial Services

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David Crozier

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kellandshale's profile picture. Award-winning Chartered Financial Planners and Wealth Managers, offering quality financial advice to both individuals and businesses

Kellands Hale

@kellandshale
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Victor Sacks🧡

@SmartSacks
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Alex Riley

@AlexandreRiley
Investcentre's profile picture. Award-winning investment platform designed especially for UK financial advisers. Product range includes SIPP, Retirement Investment Account, ISA, JISA & GIA.

AJ Bell Investcentre

@Investcentre
NJ_BlueWealth's profile picture. PFS Paraplanner of the year 2021/22 | Technical & Financial Planning Support Manager at Blue Wealth. Passionate about Life Centred Financial Planning.

Nathan Jones

@NJ_BlueWealth
sheffield_ifa's profile picture. Son of a Kenyan shopkeeper. Born in Hull. Finalist: IFA of the year, Investment Adviser of the Year, Executive in Residence at SHU, Devoted Hubby & Dad (🐵🐵)

Raj Shah

@sheffield_ifa
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john lappin

@johnlappin
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Elon Musk

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Rob Tedder

@RobTedder
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Charlene Young

@Charlene__Young
hayley_rabbets's profile picture. Head of @FoundationVerve Passionate about changing the face of finance #BeTheChange & educating the masses #BreakTheTaboo (and hashtags, apparently)

Hayley Rabbets (She/Her)

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Graeme Brewer

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Jon Doyle

@juniper_jon
matt_aitchison's profile picture. Financial planner and business owner; I help people align their money with the life they want to live. Husband, father of 4 girls, runner & golfer.

Matt Aitchison

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Damien Clyburn

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Rebecca Tuck

@RebeccaTuck_
Adam_Nextgen's profile picture. Founder and Head of Strategy at NextGen Planners. Helping the next generation of IFAs build great businesses. Keen 🏌️‍♂️ and running around after 👶👧

Adam Carolan

@Adam_Nextgen
FlpLtd's profile picture. Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.

Kate Shaw

@FlpLtd
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Chris Davies

@ChrisatMOUK
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Angela Maher

@angela_acumen
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Katie Warne

@KatieBarrett19
SecclTech's profile picture. Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.

Seccl

@SecclTech
JGTimelineTech's profile picture. Investment Solutions Strategist @Timeline_Tech - one of the UK’s fastest growing discretionary fund managers | “Mony a mickle maks a muckle” | ♦️⚽️

James Gillespie

@JGTimelineTech
SeanBanksFP's profile picture. Financial Adviser helping executives and business owners plan for retirement. Family man. Ageing footballer. Adequate golfer.

Sean Banks

@SeanBanksFP
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NextGen Planners

@nextgenplannrs
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FinTech Magazine

@FinTechMagazine
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nudge

@nudgeglobal
elofrommelo's profile picture. We educate, guide, and support the financial planning community to build firms that are a cut above the rest.

Elo from Melo

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Contengo Ltd

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Adviser Home

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IDEX Consulting

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iiBVNews

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AdvisorStream - Digital Marketing Made Easy

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Alan Easter

@NotThatGrumpy

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