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
We are a consulting business focussed on providing common sense, hands-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years' experience spanning across each area of Wealth Management, offering a very professional and dedicated service.
We work with small to medium sized Wealth Management firms, who don’t have in-house change functions and help them from project creation through to completion, utilising budgets effectively and efficiently, through our common sense approach.
We are advocates of the end client, especially vulnerable clients, always looking at reducing negative client impact that any change may bring.
Lee Davis
Exacto Data Consulting has over 16 years experience working with data and helping IFAs transition between CRMs. The main disciplines include:
· Data analysis and insights to help with GDPR and the Consumer Duty
· Extraction, transformation and loading of data - the complete migration lifecycle
· Help with defining and understanding migration scope and act as an intermediary between CRM providers
· Cleansing and enrichment to get more current and powerful MI for your business
Angel Martinez : Founder and Director
T: 0033 7520 5882
Best Bee Consulting is a consultancy and business support service. Our mission is to help businesses thrive, by giving you the vision to transform the way your business runs and how you use your Client Relationship Management (CRM) system to its full potential.
Services include:
Gill Milward : Founder
E: gill.milward@bestbeeconsulting.co.uk
Bespoke FD support tailored to your needs.
With over 20 years in the wealth management industry and dozens of mergers and acquisitions, we’ll help you realise the full potential and value of your business.
We bring specialist knowledge and expertise, whether you’re looking to grow, plan your succession, realise value or complete a successful sale, industry experts The Flower Group make the process easier, more efficient and less stressful.
Many businesses reach a stage where they need higher-level expertise but might not justify a full-time Financial Director. Our services are tailored, so you only pay for the time required to achieve your goals.
Key services:
Gordon Flower : Founder
T: 07917 634 597
E: Gordon.flower@theflowergroup.co.uk
Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.
Tasks & Workflows
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Sentinel Compliance provides practical solutions for regulated firms, avoiding unnecessary templated documents. We simplify compliance, embrace tech for efficiency, and focus on people development. Our flexible options ensure cost-effective support without overpaying for unused services.
We are dedicated educators, offering extensive training for senior managers, advisers, paraplanners, and support roles to maintain competence and reduce risk.
Our services include full compliance support, including monthly Compliance Monitoring meetings to ensure firms stay on top of essential governance.
We encourage embracing AI to save time and improve efficiency, recognizing its permanent role in the industry.
Annabel Gray
Albemarle Street Partners are a team of experienced investment professionals who work closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.
We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty.
Nathan McKerlie
Beginnings Ltd offers a structured approach through learning and mentorship from industry practitioners, to setting up and running a Directly Authorised firm.
This is a 12-18month programme designed to take the firm through everything needed to run their business compliantly and profitably.
The process will enable the firms to work with specialists in all key areas of setting up and running a regulated start up.
For the firms to have longevity, we also work with tech firms who are developing processes using Ai that will not only streamline but also save time which can be passed onto their clients.
Once authorised we will work with the firms for as long as we are needed.
Alexandra Vind / Annabel Gray / Kris Vind
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