Lloyds Independent Financial Services are an ambitious financial planning firm that continually aspire to expand business.

To do this Paul Lloyd, Director of Lloyds Independent financial planning realised he needed to identify ways of improving efficiency in his business. Paul was always on the lookout for solutions that allowed him to allocate more time and effort in growing his business.

One of the main hurdles he came across was the amount of time he spent on recording income and expenses. To add to this massive burden, Paul had to manually bank reconcile in order to complete his Gabriel report every 6 months.

Paul turned to SimplyBiz for help and advice, and SimplyBiz recommended MyGabriel. On this recommendation Paul signed up for the 14-day free trial which enabled him to see the many benefits MyGabriel provides. Paul also took advantage of the online demonstration and set up guidance that was provided to him by the support team. He was amazed with what MyGabriel did for his business, and he was extremely pleased with the support that he received.

Paul could see clearly how MyGabriel was going to benefit his business and went on to purchase the package. Since his purchase, MyGabriel has helped Paul’s business to grow and has aided in streamlining the submission of his Gabriel report to the FCA.

“I would like to say thank you to the support team for all the help they have provided when we initially took on the product and throughout our use so far” – Paul Lloyd, Lloyds Independent Financial Planning

“MyGabriel helps us manage our cash flow within the business with ease and we now spend a lot less time on administration tasks. MyGabriel is pivotal in the smooth running of the business” – Sarah Mason, Administrator.

MyGabriel is a cloud based, simple bookkeeping package that completes all sections of the Gabriel report and automatically submits to the FCA.