About Jigsaw Financial Associates Ltd

We are a Financial Planning Practice with our head office just off Junction 10 on the outskirts of Lurgan. We have advisers based throughout Northern Ireland. We believe in building strong, long lasting relationships with our clients.

This means:

  • Quality Financial Advice you can trust
  • Outstanding ongoing service
  • Professional, Qualified and Ethical advice
  • We believe in transparency, openness and impartiality with our clients at all times

Financial Advice can be a complex area. We provide sound Financial Planning that’s right for you. No two people’s objectives or financial positions are the same, so we create a financial plan using a structured advice process for each of our clients. This involves a comprehensive review of all areas of your financial situation. We help you with your goals, designing and implementing strategies to reach these goals. We then carry out regular reviews to monitor your progress and update the plan.

Our Services

Jigsaw Financial Associates Ltd offer a comprehensive range of services to both retail and corporate clients alike. We believe a client relationship is not entered into lightly. It is a basis for a long term relationship, taking into account every foreseeable economic and political circumstances – and the likely influence on the client’s financial planning. We look at the whole picture before offering advice and recommendations to our clients. The directive of “Know your Client” is our guiding principle.

Every client has individual needs and requirements. The services that we offer each client are highly personalised. Regular contact with our clients forms a key to ensuring that investment portfolios and arrangements keep pace with changing circumstances and times.

Personal Financial Management

The Financial Services world is becoming ever more complex with an increasing number of products and services available to the consumer. It is impossible for advisers to have experience of every single product on the market. This is why a number of our advisers specialise and are suitably qualified in specific areas of Financial Planning e.g. Inheritance Tax Planning and Occupational Pension Transfers.

For more information on our Treating Customers Fairly and Complaints procedures, please click on this link