Open Door Policy collaborates with other experts for business effectiveness
Masters of One
Masters of One
Masters of One
Each member of Masters of One is a subject matter expert, coming from years of focussed expertise in their areas of strength. Masters of One came together to remove the hype and bluster from our profession, to offer expertise in every area you could need and to provide an open space where firms can choose the service they need.
There is no bias to any provider, we are teaming with IFA firms first. If you work with a Master of One, you can expect:
- Strong process driven procedures
- Getting things done with clarity
- The support you need to move forward
Each master is an independent firm who will work with you on the areas that are important to your business, take a look round the website and click through each of the areas to see what we do, how we can strengthen your business and how to progress.
E: under construction
W: Masters of One – Straightforward Consulting
LI: (4) Masters of One | Groups | LinkedIn
Jigsaw Tree
Masters of One
Masters of One
Jigsaw Tree is a fintech consultancy and technology support company specialising in financial advice firms. We enhance business effectiveness and efficiency through services such as Digital Transformation, Consultancy, Operational Support, Income Reconciliation Outsourcing, Business Operational Support System (BOSS), Technology Selection, Implementation Support, Database Assessment, Business Process Mapping, CRM lifecycle models, Template Creation, Business Readiness Training, and tailored support packages.
Our approach focuses on developing the right technology strategy, leveraging our team's expertise to ensure you not only achieve but surpass your business goals through effective planning and execution.
Chris Baigent- Reed : Managing Director
T: 0800 2465416
eParaplan Connect
The Financial Planning Club
The Financial Planning Club
The future is service by subscription. eParaplan Connect offer a comprehensive and innovate monthly subscription that proactively manages and completes all client servicing, seamlessly integrating with any financial advice business.
From virtual office and PA support right through to technical paraplanning, eParaplan can do it all. Plans are built to meet your bespoke needs, ensuring your fixed monthly fee is a fair reflection of the support you require.
Looking for a better work life balance or wanting to aggressively grow your business? eParaplan can facilitate your freedom, or help you increase your client bank to 528 households!
CEO: Michelle Wilson-Stimson : michelle@eparaplan.co.uk
COO: Shaunagh Wilson : shaunagh@eparaplan.co.uk
Client Services Director: Kellie Ellis : kellie@eparaplan.co.uk
The Financial Planning Club
The Financial Planning Club
The Financial Planning Club
The Financial Planning Club was founded on the insight from many financial planning firms, of various sizes and business models.
Our goal is to help business owners feel empowered to grow their businesses effectively and efficiently, build value and love what they do. We want financial service professionals to leverage our existing resources and connect with a supportive community, avoiding any feeling of isolation.
Bringing together decades of experience in both financial services and business management, places us in a good position to lead this community.
Share best practice and ideas? Solve problems or brainstorm future strategies. We offer an open invitation to join The Financial Planning Club community. Whether you are an IFA, Mortgage Adviser, Paraplanner or Operations Manager, we have a group for you.
Co-Founders:
Lee Old: lee@thefpclub.com
Amanda Ford: amanda@thefpclub.com
Lewis Byford: lewis@thefpclub.com
T: 01268 669 313