JigsawFinancial Planning

IMPARTIAL, INDEPENDENT FINANCIAL ADVICE for individuals, and for businesses

JigsawFinancial Planning

Jigsaw Financial Planning

Helping you piece together your financial future

Mortgages

Buy a home or investment property

Lending in Retirement

Liberate cash tied up in your property

Protection

Security for your loved ones

Retirement Planning

Plan for your dream lifestyle

Estate Planning

Get to grips with inheritance tax laws

Portfolio Planning

Savings and Investments

Mortgages

Retirement Planning

Estate Planning

Lending in Retirement

Protection

Portfolio Planning

Your Advisers

At Jigsaw Financial Planning we believe that great financial advice is central to building a more certain financial future for our clients.

As qualified, experienced financial advisers we are able to offer advice on a broad range of products and services, whether your are seeking investment advice, retirement planning, inheritance planning, mortgages, protection or simply reducing costs.

Glenda Edroff, MA, DipPFS, Cert CII (MP & ER)
Glenda has enjoyed a successful career in Financial Services since entering the industry in 1996. She has a Certificate in Coach Mentoring and combines these skills with high quality financial planning, tailoring them to your needs.

Glenda Edroff

MA, DipPFS, Cert CII (MP & ER)
Having worked for 12 years in an advisory role for a well-known local life company, Bernie became an Independent Financial Adviser in 2001, helping many local families and businesses with all areas of financial planning over the years.

Bernie Fountain

DipPFS, Cert CII (ER & MP)

Jigsaw provide advice to both individuals and companies on all aspects of financial planning, through a long-term approach of fully understanding your needs and aspirations and then prioritising your objectives.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Your Window on Money

Our quarterly newsletter

YOUR WINDOW ON MONEY

Jigsaw-FP Newsletter Spring 2024

Winter 2023/24 inside this issue

Crafting your retirement strategy // Planning children’s financial futures // In the news // A plan to grow the economy // The cost of dying // AI & scams – don’t get caught out // Adopting an Olympic mindset when investing // Retirement living costs surge …

Our client feedback

“Working with you is amazing as you’re so efficient!! I hate inefficient people 🙂
Thankyou for sorting!”

5
E.H.

“Glenda, you are worth your weight in gold! Thank you thank you thank you! We wouldn’t have been able to do this without you!!! We nearly lost hope so are over the moon with the news! Finally some light at the end of this long tunnel!”

5
Best wishes, J.A. 

“We are now able to breathe again. Thank you so much for your work, we were most impressed with your efforts, great communication at all points, friendly patient advice tailored to our needs. Thank you.”

5
D & J, Dorchester

“Glenda’s financial services were recommended to my wife and I some years ago. Since then we have placed different investments following Glenda’s advice and also felt comfortable with the manner in which she has conducted our affairs. It is vitally important in today’s world to place your hard earned finances in the hands of someone you can trust, and therefore no better than someone who comes recommended by existing clients”

5
Terry E, Christchurch

Thanks to you and your excellent services, we are now the OWNERS of the house which we absolutely, thoroughly and entirely love! Thank you for your continuous help and guidance with mortgages, wills, life insurances, etc. The service you provide is not only of a highest standard but also exceptional, outstanding and first class! THANK YOU!

5
Marcin T, Bournemouth

“Thank you so much for organising our mortgage for us Bernie. You’ve been a pleasure to meet with and work with. Thanks for everything

5
Claire & Phil, Bournemouth

“Glenda is a financial wizard! I had a number of small pensions, all of which were dwindling away due to charges and lack of interest on my part! Other financial advisers had promised much and done nothing over the years. I met Glenda and she actually managed to put all my little pots of money into one plan that costs hardly anything in management fees, so it has been growing nicely ever since. I even managed to take a tax-free lump sum out of it! 

5
S Austin, Bournemouth

“Glenda in 4 words: Positive. Passionate. Productive and Professional.
Glenda has quite literally changed our lives. We hadn’t really been able to arrange a mortgage, but thanks to her out-of-the-box thinking, and clear passion for wanting to help us, she not only helped us move into our new house, but made sure that we were entirely protected, should the worst ever happen to my wife or I. Her helping us onto the property ladder has transformed our lives, and allowed us to subsequently have two children – an amazing family home. I’ve since referred her to many of my friends who have equally glowing feedback about the way she conducts herself – she’s quite simply AMAZING!”

5
J & R Cohen, Bournemouth

We welcome clients from Bournemouth, Poole and surrounding areas