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

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 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

Glenda Edroff

MA, DipPFS, Cert CII (MP & ER)

Glenda has enjoyed a successful career in Financial Services since entering the industry in 1996.

In 2011 Glenda gained a Certificate in Coach Mentoring and combines these coaching skills with high quality financial planning, tailoring them to your needs, be they mortgage, individual protection, business protection, pension or investment related and lending into retirement.

Call Glenda on: 07876 757 170

Email: glenda@jigsaw-fp.co.uk

Bernie Fountain

Bernie Fountain

DipPFS, Cert CII (ER & MP)

Bernie joined a well-known local life company in 1988 and worked in an advisory role there until 2000, whilst also spending time helping fellow advisers keep up to date with regulatory requirements.

Since 2001 Bernie has been an Independent Financial Adviser helping local families and businesses with all areas of financial planning; he is pleased to have helped many clients achieve their goals over the years. 

Call Bernie on: 07771 686 222

Email: bernie@jigsaw-fp.co.uk

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.

Your Window on Money

Our quarterly newsletter

Jigsaw-FP Newsletter Spring 2022

Spring 2022 inside this issue

In the news // Back in the driving seat // What’s your life admin personality type? // In your 40s? Your pension age might be changing // Hello new tax year! // Valuing financial advice // Regulator sets out plans to get more people investing // and more…

An Introduction to Sustainable & Ethical Investing

Special Issue An introduction to Sustainable and Ethical Investing

The last few years have seen a substantial rise in the popularity of sustainable and ethical investments, driven by an increasing desire for investors to know where their money is going and what it is being used for

Our client feedback

“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