Comprehensive Lifestyle Assessment
Client Service
Crystal Clear Charging Structure
Collaborate With Specialists
What We Aim To Achieve For Our Clients
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A conventional financial adviser would complete a fact find which constitutes a set of facts and figures that relate to a broad spectrum of areas of
financial planning. The time spent on the fact find is normally offered at the beginning of the process and constitutes a small percentage of the
adviser’s fee time with you. Jigsaw Solutions places greater emphasis on this stage of the process within
its financial and lifestyle planning proposition.
What makes Jigsaw Solutions different?
No transactional or investment management and research time is conducted by Jigsaw Solutions. This ensures that Jigsaw Solution's time is focused
and concentrated on establishing all the facts surrounding our Client's financial, past, present and future objectives. Like Sir David Brailsford
says it is about marginal gain. At Jigsaw Solutions we have over 30 year's experience in conducting operations in extreme environments.
This has taught us that if you do not do the analysis, research and then review your situation then people’s lives will be put at risk. We deliver
the same ethos for our Financial Services Clients. Without a comprehensive lifestyle assessment at the beginning, the specialist will not be able
to recommend the right solution.
Ask yourself a simple question. Could a GP fulfil the role of: Family Doctor, Surgeon, Heart Specialist and After Care Specialist? You would not expect your local GP
to perform Open Heart Surgery on you likewise, why would you expect your financial adviser to be an expert on all areas of your financial future.
Jigsaw Solutions concentrate on “Knowing Their Client” and with that in depth knowledge delivering a comprehensive report to the chosen specialist(s) to ensure that the most rigorous
process has been conducted to deliver a bespoke and client specific solution every time. This is also reflected in the charging structure as with Jigsaw Solutions all adviser
based charges are stripped out and in its place there is a crystal clear breakdown of charge versus time spent to arrive at the solution.
Clients should ask their existing adviser what the Total Expense Ratio of their investment is in
Cold Hard Currency. Then ask Jigsaw Solutions for a
Total Expense Ratio for the same investment. The answer will require no explanation.
Please note: “For Investments we act as introducers only”
This website was created and is hosted by Phil Guy
