Jigsaw Financial Associates

Restricted - Whole of Market  255 Lough Road, Craigavon, Armagh, BT66 6NQ
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FCA authorised
Last authorised 26th July 2021
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.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Savings for children
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Mr Neal Caldwell
Financial Adviser
About us

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

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

255 Lough Road, Lurgan, Craigavon, Armagh, BT66 6NQ

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