Jigsaw Tree @JigsawTree
Fintech consultancy and outsourcing company, dedicated to working with advisory firms to elevate and streamline their operations. jigsawtree.com UK Joined October 2011-
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A big thank you to everyone who has left us a review on Google. Here is a lovely 5* one from Julie Treherne We are always so grateful whenever we receive positive feedback on our dedicated work. 🌟📝 #PositiveReview #GoogleReview #FinancialServices #FinTech
The latest episode of #TheChangeCurve Podcast - '#AI: Navigating Practical Considerations for Financial Firms' with Chris Baigent-Reed. We share insights and advice on AI integration in the financial sector. Listen on Spotify bit.ly/3UndC9U or on #OctoMembers app.
We are going to be at @IntellifloLtd innovate 2024 on June 4th, sharing a stand with Circadian who we collaborate with on Income Reconciliation. Register via this link intelliflo.com/insights/event… #FinTech #intellifloinnovate24
Last week's series of Curo user forums saw a fantastic turnout, with a total of 58 attendees representing 39 different companies. These sessions were centred around the important topic of data management and the fundamentals of maintaining high-quality data.
We really enjoyed reading this interesting article by @UKFtweets 📰🔍 Read this article for yourself: ukfinance.org.uk/news-and-insig… #Diversity #UKFinance #BlogPost #ParkerReview
Meet our lovely Consulting Director Christina Henderson ✨👋🏼 Christina is an experienced technology and change management leader with 30+ years in financial services and investment management. #MeetTheTeam #FinTech #ChallengeManagement
We are very proud to announce that we raised £520 for the @YoungMindsUK 💜 For #OnYourFeetBritain we thought we would also share how this challenge had a positive impact on our staff. #WalkingChallenge #FundraiserUpdate
We are happy to announce that we are now a certified member of B Corp. Certified B Corporations are verified to meet standards of social and environmental performance, transparency, and accountability. bcorporation.net/en-us/find-a-b…
Clarity breeds efficiency: By mapping out your processes, you gain a clear understanding of each step involved🗺️🔍 Click here for a free 30 min consultation: outlook.office365.com/book/Free30Min… #ProcessMapping #Efficiency #Clarity
We love to listen to financial advisers talking about their businesses and offer independent, expert support. 📈 Click here for a 30 min free consultation: outlook.office365.com/book/Free30Min… #FinancialServices #ProcessMapping #USP
🐾 Happy #NationalPetMonth! 🐾 The team couldn't contain their excitement! We've put together a video of their adorable pets. Pets in the office boost mood and productivity, providing companionship and combating loneliness. Share your favourite office pet photos with us too!
Here is an interesting case study exploring working together with @prydis ⭐ If you would like to uncover more details about process mapping click here: jigsawtree.com/_files/ugd/e41… #FinancialServices #CaseStudy
Dive into this interesting article by @UKFtweets about the impact of AI on financial services!🧑💻 ukfinance.org.uk/news-and-insig… #ArtificialService #NewTechnology
Dive into our latest blog uncovering the details of mapping your internal processes. 🗺️ If you would like to learn more click here: jigsawtree.com/post/map-it-or… #NewBlog #NewTechnology
Fundraiser update!✨ We are very excited to announce that we have raised £520 for @YoungMindsUK💜 Eleven team members have collectively walked 637 miles in two weeks. #YoungMinds #WalkingChallenge #Fundraiser
We worked with @wiseinvestment_ to help them re-evaluate their business processes. 🔍🌟 If you would like to read the case study click here: jigsawtree.com/_files/ugd/e41… #CaseStudy #EfficiencySolutions #FinTech
Our trusted partner Engage Process is a leader in streamlining operations. Together we allow for greater efficiency 🤝 To learn more about how we can help you, why not book a free 30min consultation?outlook.office365.com/book/Free30Min…
In this article, Chris Baigent-Reed, and Roderic Rennison explored the lasting impact of #AI in Financial Services #techadvancements #financialservices #catalystpartners
For #StressAwarenessMonth, and we're making strides to support mental health 💜 By walking 600 miles in two weeks, we're over halfway to our £500 goal for @YoungMindsUK Click here to donate: justgiving.com/page/jigsaw-tr… #Fundraising #YoungMinds
In our latest blog, we delve into Business Process Re-engineering (BPR). This spring is the perfect opportunity to deliver the best possible results to your clients using this tool 🌱 jigsawtree.com/post/re-engine…
Lee Robertson FCSI FR.. @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee. Founder and CEO of Octo Members Group.@octomembers @octomembers
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22K Followers 3K Following Representing over 300 firms, we’re a centre of trust, expertise and collaboration at the heart of financial services.Rob Wilcocks @RobWilcocks
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29 Followers 15 FollowingDan Moody @moody_by_name
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92 Followers 485 Following Digitally transforming the way the world manages estate planning and inheritance.The Exit Partnership @ExitPartnership
230 Followers 499 Following Helping owners of financial planning and wealth management firms find the right exit to secure their future.David Teague @davidjteague
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32 Followers 182 Following Originally from Canada. My new mission is to understand UK wealth management and seek out views and opinions of the progressives who truly put the client first.Andia Riz | Business .. @Andia_Riz
165 Followers 650 Following Driven over $20K+/M in revenue through Content Marketing in 6 months. If you’re making less than $10k through content and want to scale to 100K+/Month. DM meKevin Mugisha @Kevinprotection
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142 Followers 450 Following Northerner, Head of Product, Kayaker, Traveller (and Middlesbrough fan...) Views are my own - especially the football ones...The Sustainable Pensi.. @sustainpension
15 Followers 47 Following We help people save for their retirement whilst saving the planet.Lai Ravenhall @LCR0711
2 Followers 123 FollowingPlatform One @Platform1online
272 Followers 2K Following 100% in-house technology platform - Built for advisors in the UK and overseas. We're bringing intuitive technology to the platform space! https://t.co/Xg01xJ4gz3Steven Langrick @stevenlangrick
190 Followers 216 Following IFA & Mortgage Adviser since 1998. Tel: 0330 350 2277. Also a Hockey Player for Derwent HC since 1992.Daniel Higginson @higgidj
4 Followers 259 FollowingMoneyhub @MoneyhubApp
2K Followers 894 Following Official help page for Moneyhub. Our support team is on hand to help you with all help requests. Alternatively please contact [email protected] 📲Richard Hitchell @hitchellfp
249 Followers 304 Following Co-owner and chartered financial planner at Hitchell Financial Planning - Providing expert advice since 1978Andrew Tully @pensionstully
2K Followers 1K Following Pensions and retirement expert and all round sports fan. Co-owner @jamtarts. All views are my own.Mansion House Capital @mhcapital
579 Followers 1K Following Chartered Financial Planners | We help London Professionals plan their finances.Kevin Ferriby @KevinFerriby
625 Followers 1K Following Chairman of Multi-Award winning @informedfp. Lifelong Hull Kingston Rovers fan and Trustee of @mosemasoefund.Stuart Carmichael @moneyinfo_stu
40 Followers 126 Following Product Owner moneyinfo #fintech....a better client experience....client portals....proper petrol head, lover of life and the undisputed king of dad jokesGill @Gill14702993
4 Followers 57 Following@octomembers @octomembers
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7K Followers 2K Following Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.Eileen Murphy @ITinformed
3K Followers 4K Following Helping to gain more value from your Financial Services licence costs in intelliflo office (io) Zoho CRM...We train ►customise workflows - You-use IT or lose ITMartin Bamford @martinbamford
12K Followers 1K Following Photographer (portraits, events, brands) 📸 Knowle Park Trust chairman 🌳 Cranleigh parkrun ED 🏃♂️Phil Billingham @PhilBillingham
5K Followers 2K Following CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺Chris Budd @ovationchris
4K Followers 911 Following Writer and financial wellbeing expert. Gongorist. Latest book: The Four Cornerstones Of Financial Wellbeing. Latest novel: The Vanishing Point.Sarah Lyons @sarahjanelyons
1K Followers 1K Following CMO for Parmenion. Financial Services tweets inevitable amongst the personal nonsense. All views my own. Find me on Threads @sarahjanelyons1972Prestwood Truth @PrestwoodTruth
2K Followers 346 Following Provider of UK's market-leading Financial Planning software. Comprehensive lifelong cash flow modelling. Unrivalled support & service since 1984. #smartTruthMark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRKeith Churchouse @onlinefinancial
4K Followers 4K Following Chartered Financial Planner, IFA, Author, FPFS, CFP Chartered FCSI, Radio, Press & TV contributor,@ChaptersMoney in the heart of #Guildfordmoneyinfo @moneyinfotech
2K Followers 3K Following We’re on a mission to make the #WealthManagement community be the best it can be, by taking #ClientEngagement to the next level, one ambitious firm at a time.Justin Cash @Justin_Cash_1
4K Followers 4K Following Online editor @DowJones @FinancialNews. Appropriately-named financial journalist. Tips? [email protected]Tessa Lee @moneyinfo_tess
1K Followers 2K Following Managing Director moneyinfo #fintech....a better client experience...client portals... secret geek, love good books, food & wine, sing badly, rap quite wellParmenion @parmenionuk
2K Followers 2K Following 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@parmenioProfessional Adviser @Profadviser
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793 Followers 46 Following The iiBV delivers quality education to business valuation professionals globally.AdvisorStream - Digit.. @AdvisorStream
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2K Followers 824 Following Subject matter Expert via 2ndWeek. Board Trustee at @stwilfridschiWorcestershire Animal.. @WARShelter
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5K Followers 980 Following Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Hon Secretary, Carbine Club of London https://t.co/yddGCD1remElen Financial Softwa.. @elensoftware
624 Followers 2K Following We've built the best back office system on the market for financial advisers, financial planners and paraplanners. ✍️ Start your 30 day FREE trial today!digital transformatio.. @digitaltransf11
5K Followers 38 Following hi I’m a good bot :: I keep u posted about digital transformationFortitude Financial P.. @FortitudeFP
128 Followers 105 Following Award winning Chartered Financial Planners. Helping people enrich their lives through wise, dependable, forward-thinking planning since 2002.Nicola Coates @NicRCoates
267 Followers 407 Following Owner, Chartered Financial Planner at 56WealthBen Goss @bengoss
553 Followers 467 Following Dynamic Planner CEO, Bath supporter, author, #fintech @dynamicplannerSimon Cutler @SCutlerIFA
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172K Followers 370 Following An independent group of scientists providing transparent advice during the COVID crisis.Financial Reporter @F_Reporter
10K Followers 2K Following Financial Reporter provides the latest industry news & events to the UK financial services market. 01253 272998 - [email protected]Dinesh Bharwani (NHS .. @DB_Wales
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4 Followers 13 FollowingGlenn Brophy @gmbro291167
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1K Followers 2K Following Creating engaging investment experiences through our Individually Managed Account service for financial advisers & their clients. Ts&Cs: https://t.co/YKdn9C7bjGToby Porter @tobyhporter
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57K Followers 466 Following 👨👩👧👦 Husband & Father 📚 Author of the NEW “Miracle Morning Expanded Edition” ☀️ Master your Morning Routine👇 Books | App | Podcast | Movie | SpeakingApricity Compliance @ApricityComply
888 Followers 839 Following There's nothing here! We're now @GroupVerve head on over there to be a part of our con-VERVE-sation 👋🏼Filehaven team @myfilehaven
259 Followers 691 Following A secure way to communicate and share files with your contacts. Used by over 700 users, 5.4k messages sent so far! Built by @teamcodepotato@JigsawTree Thank you for helping us stop young people’s mental health reaching crisis point! Aidan YM 💛
6 years ago today I held this beautiful little man for the first time. Happy Birthday JJ you amazing soul 💙
I wonder if anyone knows what this 'mark' is in #Carshalton? A correspondent has found ten of them, all identical, on old brick walls, @HoneywoodMuseum and around. Has us stumped!!
Delighted to say that I’ve had a much better afternoon - still very sluggish/anxious/weepy but massive improvement!
As objectives are set for the new financial year, have you taken the time to review your salary and check whether it's in line with the average for your profession? Check your salary with our free calculator: bit.ly/49tUTig #IDEXConsulting #SalaryCalculator #Pay
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We are proud to be able to announce that Andrew Elson is a top rated adviser with Vouched For once again this year in today's edition of The Times. Congratulations to Andrew, and heartfelt gratitude to all our clients who shared their feedback. #topratedadviser #vouchedfor
Thrilled to share this testimonial from the director of Caton Fry and Co who, through the help of our services, allowed them to find more time for their clients If you are interested in any of our services click the link in bio to find out more! #ClientTestimonial
We will be exhibiting at The Verve Group's flagship annual summit tomorrow! Join us for #Evolution2023 to learn and be inspired. evolution.weareverve.co.uk/exhibitors/?ut…
Our teams of pilots, doctors, paramedics, & TCM's work 365 days a year, inc Christmas Eve, Christmas Day, Boxing Day, New Year's Eve & New Year's Day. Learn more about the incredible people saving lives this festive season yaa.org.uk/about/meet-our… 🚁💛 #MeetTheTeam #YAAHeroes
A huge congratulations and thank you to Lorraine from @JigsawTree who has raised over a whopping £1800! Lorraine took part in The Lydney Triathlon; swimming 400m, cycling 24Km and running 5km. Well done Lorraine. bit.ly/3MdhFjI #WorcestershireHour
This week I was honoured to be asked to deliver the Keynote address for @IntellifloLtd, a fast-growing fintech platform for advisors. I spoke about the human experience of money, especially the power of connection. 1/n
Join us for the biggest ever #ParachuteforPAPYRUS this April! Taking place across 5 locations in the UK, why not take on the challenge of a lifetime and help us to save more young lives? Click here for more info: papyrus-uk.org/fundraising/pa… #CharitySkydive #HelpAndHope Attachments
A huge well done to Chris Baigent-Reed from @JigsawTree who successfully completed her Three Peaks Challenge last weekend, raising an incredible £3320. Thank you so much Chris 🧡 justgiving.com/fundraising/ji… #worcestershirehour
Who on earth books 8 calls on the last day of work before hols.
Once had a dodgy bit of basil. It’s okay though, I now have herb immunity.
Our new #AdviserTechHub on AdviserSoftware.com has all the information you need to pick the best #fintech solution for your firm. Check out these great pages on Sprint Enterprise Technology and their core solution @Fastrak_reports below: advisersoftware.com/client-portals…