About Us

Jigsaw Wealth was formed in 2018 to build a national wealth firm. We firmly believe our model is different from other consolidators. Our focus is on partnering with high quality firms that want to be part of an exciting journey, which will share rewards fairly and ensure that real value is generated from successful integration and from client outcomes being core to everything we do.

The Jigsaw team comprises a unique blend of experience in the financial services sector gained from both blue-chip investment banks and a wide range of wealth management firms. This experience has shaped our conviction on how best to deliver a comprehensive financial advice proposition that generates the right customer outcomes and the service and support advice firms need to achieve this.

We are seeking businesses that have achieved success, through building long-standing client relationships, who we can work with to grow, create new opportunities and delivery channels, enhance technology become the leaders in our field.

If you are looking to sell your business and or open to becoming part of an exciting growth story in the financial advisory and wealth management sector then we would invite you to have a conversation with us.

Predicting rain doesn’t count.
Building arks does.

— Warren Buffet

Our people

Paul Stokes

Paul Stokes

Chief Executive Officer

Previously Paul was head of Discretionary Investment Propositions at HSBC. In his 16 years at HSBC he undertook client advisory, product development, business development and business head roles, additionally he was a Board Director of the offshore Asset Management business in Jersey as well as a member of the Asset & Liability Committee for the International Banking business. Paul is an Individual Charter holder and Fellow of the Chartered Institute of Securities.

Richard Rhodes

Richard Rhodes

Chief Financial Officer

Richard began his career at Merrill Lynch with roles in Capital Markets, Corporate, Private Client and latterly the CFO of the International Private Cient Bank. Prior to joining Finitor, Richard was the Finance Director for Succession, a Wealth Management consolidator where he was instrumental in raising private equity funding and successfully completing 10 acquisitions. Richard is a CIMA qualified accountant

finitor-charles-lee-blackwhite

Charles Lee

Corporate Director

Charles specialises in corporate and operational structuring/restructuring the fund management industry.

Over the last last two years Charles has assisted with fund launches with aggregate AUM exceeding USD$3bn together with pan-European business, operational and fund restructurings for assets exceeding USD$60bn. In addition, Charles has assisted start up businesses with the analysis and development of projects across the insurance, FMCG and technology sectors.

Charles has comprehensive multi jurisdictional structuring, fund launch and transactional (M&A and finance) experience, including a role at Man/ GLG where he focused on the establishment and maintenance of investment vehicles, products and platforms; 4 years at Walkers, a Cayman Islands law firm, in their London and Jersey offices, focusing on hedge and private equity funds and corporate transactions for Cayman Islands, British Virgin Islands and Jersey domiciled entities.

Contact Us

If you are interested in selling your business or partnering with us to build a national wealth firm the right way, then please get in touch with us. We will treat all enquiries with the utmost confidence.

p.stokes@jigsawwealth.com

TBC

TBC