Jigsaw Tree
@jigsawtree
Fintech consultancy and outsourcing company, dedicated to working with advisory firms to elevate and streamline their operations.
ID: 395578450
http://www.jigsawtree.com 21-10-2011 22:00:27
5,5K Tweet
573 Followers
633 Following
Martin Bamford
@martinbamford
Photographer (portraits, events, brands) 📸 Knowle Park Trust chairman 🌳 Cranleigh parkrun ED 🏃♂️Joined Twitter May 2008, left November 2024.
David Crozier
@davidcroziercfp
Financial planner, sailor, fisherman, reader, photographer, volunteer, lover of Jesus
Charlene Young
@charlene__young
Pensions & Savings Expert @AJBell, Chartered Financial Planner. Mum of two Young men, wife to another. Human to Mollie Cat. Views my own and that....
Sarah Lyons
@sarahjanelyons
CMO for Parmenion. Financial Services tweets inevitable amongst the personal nonsense. All views my own. Find me on Threads @sarahjanelyons1972
Keith Churchouse
@onlinefinancial
Chartered Financial Planner, IFA, Author, FPFS, CFP Chartered FCSI, Radio, Press & TV contributor,@ChaptersMoney in the heart of #Guildford
Aron Gunningham
@arongunningham
Independent Financial Adviser
Alan Smith
@alanjlsmith
Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | Podcast 🎧 bulletproofentrepreneur.net 🏴☠️
john lappin
@johnlappin
Doing things for Octo Members, Corporate Adviser, IFA issues. Views are mine.
Raj Shah
@sheffield_ifa
Son of a Kenyan shopkeeper. Born in Hull. Finalist: IFA of the year, Investment Adviser of the Year, Executive in Residence at SHU, Devoted Hubby & Dad (🐵🐵)
Tessa Lee
@moneyinfo_tess
Managing Director moneyinfo #fintech....a better client experience...client portals... secret geek, love good books, food & wine, sing badly, rap quite well
Elon Musk
@elonmusk
garry hale 🌎🌱
@garryhale
he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Angela Maher
@angela_acumen
Financial Planner and pension specialist @AcumenF, good listener, all weather walker, horse rider and plate spinner. Business owner #thinkpositive #busyliving
IDEX Consulting
@idexconsulting
Business growth and transformation consultancy, for the Insurance, Financial Services & Legal professions.
Nathan Jones
@nj_bluewealth
PFS Paraplanner of the year 2021/22 | Technical & Financial Planning Support Manager at Blue Wealth. Passionate about Life Centred Financial Planning.
Nucleus Financial
@nucleuswrap
Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.
Alan Easter
@notthatgrumpy
Subject matter Expert via 2ndWeek. Board Trustee at @stwilfridschi
intelliflo
@intellifloltd
We provide industry-leading technology to power the financial advisory experience, helping our customers thrive and grow. #Fintech #FinancialAdvice
Mark Locke
@markjlocke
just keeping my seat warm here in the hope things eventually get better
Rob Tedder
@robtedder
Account Manager, UK at Conquest Planning. Keen Golfer, average tennis player. Dinosaur Expert
Matt Aitchison
@matt_aitchison
Financial planner and business owner; I help people align their money with the life they want to live. Husband, father of 4 girls, runner & golfer.
Chris Budd
@ovationchris
Writer. Financial wellbeing books, and 3 novels. So far.
moneyinfo
@moneyinfotech
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.
Phil Bray
@philbray73
Founder @yardstickagency posting hints and tips to help financial advisers, planners, and service providers improve their marketing.
Amyr Rocha Lima, CFP®
@a_rochalima
Financial planner | Helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms | NED at @CISI | Speaker at @TEDx
Chris Davies
@chrisatmouk
Empowering compliant client-centric professional service firms via award winning #AI #RegTech. Author of Culture Coding. Proud Dad. All tweets my own
Eileen Murphy
@itinformed
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 IT
Damien Clyburn
@damien_clyburn
Top Dad, Top Husband, Director and Top Chartered Financial Planner at Otter Financial Services. @otter_financial
Phil Billingham
@philbillingham
CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺
AJ Bell Investcentre
@investcentre
Award-winning investment platform designed especially for UK financial advisers. Product range includes SIPP, Retirement Investment Account, ISA, JISA & GIA.
Tom Orchard
@tom_orchard
Dad of two. Director of Financial Planning firm. F1/Cars/Machines/Gadgets/LFC/Powerlifting/Mountain Biking
Adviser Home
@adviserhome
We help financial advisers run, develop and market their businesses. Browse through our events centre and sign up to our newsletter to receive partner content.
Jon Doyle
@juniper_jon
Director of Juniper a specialist Financial Planning. All views my own and none constitute advice. Above average at a lot of hobbies, not great at any.
Lee Robertson FCSI FRSA
@leerobertson64
Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
Justin Cash
@justin_cash_1
Online editor @DowJones @FinancialNews. Appropriately-named financial journalist. Tips? [email protected]
Victor Sacks🧡🎗️
@smartsacks
Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.
Nathan Fryer 🍐
@fryer_nathan
Owner / Director of plan-works.co.uk. I take myself far to seriously, loving life. COBs Quoter. Kidney Donor @plan_works
Katie Barrett
@katiebarrett19
Senior Solutions Consultant at Intelliflo
Prestwood Truth
@prestwoodtruth
Provider of UK's market-leading Financial Planning software. Comprehensive lifelong cash flow modelling. Unrivalled support & service since 1984. #smartTruth
David Burnell Financial Services
@nottinghamifa
Independent Financial Advisers - helping you make the right choices
Adam Carolan
@adam_nextgen
Founder and Head of Strategy at NextGen Planners. Helping the next generation of IFAs build great businesses. Keen 🏌️♂️ and running around after 👶👧
AdvisorStream - Digital Marketing Made Easy
@advisorstream
Advisor marketing made easy - featuring content legally licensed from @DowJones, @WSJ, @NYTimes, @Forbes, and more!
David Penney
@davidpenneyprw
Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Treasurer, Carbine Club of London carbineclublondon.org.uk
Rebecca Tuck
@rebeccatuck_
Certified Financial Planner. Tweeting mainly thoughts, feelings, and general gibberish.
nudge
@nudgeglobal
impartial, global financial education for all. nudge empowers people to develop their financial skills and knowledge
Graeme Brewer
@brewerpulse
The Daily Pulse: start your day informed with key market, finance, and political insights in one concise email. Your essential info, every morning.
Worcestershire Animal Rescue Shelter
@warshelter
We rescue, rehabilitate and rehome abandoned, unwanted and mistreated dogs and cats in the local area and find them their forever home.
iiBVNews
@iibvnews
The iiBV delivers quality education to business valuation professionals globally.
@octomembers
@octomembers
The UK’s fastest growing community for financial services professionals to connect, share and engage with actionable member generated content #forpractitioners
FinTech Magazine
@fintechmagazine
Connecting the World's Fintech Leaders
Elen Financial Software
@elensoftware
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 transformation
@digitaltransf11
hi I’m a good bot :: I keep u posted about digital transformation
James Gillespie
@jgtimelinetech
Investment Solutions Strategist @Timeline_Tech - one of the UK’s fastest growing discretionary fund managers | “Mony a mickle maks a muckle” | ♦️⚽️
Contengo Ltd
@contengoltd
Integrating systems for a superior user experience. Control your data, control your business.
Maddie Delboy
@delboymaddie
Compliance manager @GroupVerve And yes, the irony of my surname is not wasted on me.
Hayley Rabbets (She/Her)
@hayley_rabbets
Head of @FoundationVerve Passionate about changing the face of finance #BeTheChange & educating the masses #BreakTheTaboo (and hashtags, apparently)
Elo from Melo
@elofrommelo
We educate, guide, and support the financial planning community to build firms that are a cut above the rest.
Sean Banks
@seanbanksfp
Financial Adviser helping executives and business owners plan for retirement. Family man. Ageing footballer. Adequate golfer.
Seccl
@seccltech
Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.
Alex Riley
@alexandreriley
Chartered Financial Planner | Londoner | Runner | Optimist. Finance related tweets to be expected!
Kate Shaw
@flpltd
Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.
Kellands Hale
@kellandshale
Award-winning Chartered Financial Planners and Wealth Managers, offering quality financial advice to both individuals and businesses
NextGen Planners
@nextgenplannrs
We help Financial Service Pros grow and develop through expert training and community resources 🌱 Listen to our podcast 👉 spoti.fi/37oY0v5