Financial Planner
Client Service
Crystal Clear Charging Structure
Comprehensive Lifestyle Assessment
Collaborate With Specialists
What We Aim To Achieve For Our Clients
Paul White entered the profession of financial and lifestyle planning when he began his apprenticeship at Allied Dunbar
and later with Abbey National IFA. Becoming a financial and lifestyle planner allowed Paul to offer his own unique, caring and
professional service to corporate and private clients. Some 22 years later, he continues to look after a large percentage of his original
clients and is planning the financial futures of the fifth generation of their families. Central to this success is continuity of trust and
sound advice
January 2013 began a new era in the way that Financial Services are regulated. Paul through his company Jigsaw Solutions now introduces to
specialists as a strategic financial and lifestyle planner. He will ensure a robust continuation of the principles that have guided him from the outset.
You will not find Paul in an expensive office block or with an
army of staff but a man who is adaptable to change and accessible from anywhere in the world.
Jigsaw Solutions concentrates on being your Financial GP focusing on client service,
crystal clear charging structure,
enhanced comprehensive lifestyle assessment
under terms of business that are focused on the lifestyle and objectives of each individual client and an ethical delivery.
Collaboration with specialists
gives clients a refined and focused choice of professional advice to attain the best results.
Already at the start of this new financial era we have analysed, established and introduced new clients to specialists in the areas of pension transfers,
investments, agricultural land ownership, succession planning and inheritance tax planning with estates valued in the millions.
Click
here to see what we aim to achieve for our Clients with our new approach:
Please note: “For Investments we act as introducers only”
This website was created and is hosted by Phil Guy
