Glenda on 07876 757170 or Bernie on 07771 686222 info@jigsaw-fp.co.uk

An introduction to Jigsaw

Hello and welcome

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.

We research the whole of the market on your behalf, doing all the leg work for you and ensuring the advice given is the best for your individual circumstances.

Integrity and professionalism

We will always act with the utmost degree of integrity and professionalism, and will be open and ethical in everything we do. We operate a transparent charging structure (detailed below) and put your best interests at the heart of everything we do on your behalf.

 At Jigsaw Financial Planning we believe that professional financial advice can add significant value to individuals and to businesses; we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

Helping you prosper – our guarantee to you

  • we will be open, honest and transparent with you at all times
  • we will act with integrity in everything that we do (our reputation depends on it)
  • we believe in delivering on our promises, ensuring we will do what we say we will
  • we believe that you have every right to expect value for money, and that’s what we will constantly strive to deliver.

Next steps

Please browse our pages for details of our full range of financial advice and products, then get in touch with us to arrange an initial planning meeting when we can discuss your personal requirements in detail.

We look forward to hearing from you.

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.

Our range of financial advice and products

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

Our client feedback

“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”


Terry E, Christchurch

Jigsaw Financial Planning, Financial Services
5.0
2017-02-27T19:39:15+00:00

Terry E, Christchurch

“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”

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!


Marcin T, Bournemouth

Jigsaw Financial Planning, Financial Services
5.0
2017-02-02T18:44:04+00:00

Marcin T, Bournemouth

“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!”

“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


Claire & Phil, Bournemouth

Jigsaw Financial Planning, Financial Services
5.0
2017-01-05T17:53:46+00:00

Claire & Phil, 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 ”

“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! 


Sarah Austin, Bournemouth

Jigsaw Financial Planning, Financial Services
5.0
2016-05-26T16:28:22+00:00

Sarah Austin, 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! ”

“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 love and passion for wanting to help us, her clients, 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 have subsequently have two children – an amazing family home – and it’s all thanks to Glenda. 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!” 


J & R Cohen, Bournemouth

Jigsaw Financial Planning, Financial Services
5.0
2016-05-26T16:18:32+00:00

J & R Cohen, 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 love and passion for wanting to help us, her clients, 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 have subsequently have two children – an amazing family home – and it’s all thanks to Glenda. 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!” 
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