Established in 2011, November March Ltd t/a Molyneux Financial Planning is a boutique financial planning company which offers tax strategic advice to clients. Submitting their Gabriel Report to the FCA had become really frustrating, especially when it came to organising all the data and information required to submit their report. Collating all the information including […]
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 […]
Chancery Wall Financial Services, became reassured and self-reliant in completing their Gabriel reports with the help of MyGabriel. Before Ravi Pandya, Director of Chancery Wall FS discovered MyGabriel, he struggled to know what the FCA required as part of the Gabriel submission. Once he realised the complexity of the FCA’s requirement it became apparent he […]
Lief Financial are a small friendly firm based in Stroud who work mainly in the finance, protection, general insurance and estate management arena. Before Ian Nie from Lief Financial discovered MyGabriel, every six months he would spend 2-3 days compiling info from an excel spreadsheet and wasn’t able to get his accounts done within the […]
As a customer of MyGabriel, the software can save you many hours of chargeable time, however it requires that you spend a little time maintaining the system, so that when it comes to reporting time you do not have lots of tasks you need to cover. The Support team see the following areas regularly being asked about: […]
“Pension freedom woes as savers use up cash” Over the past few months I have been saddened, but not at all surprised, to see an increasing number of stories published about consumers who took advantage of pension freedoms to access their pension pot, and find that now, just a few short years later, the money […]
“Bring in simplicity and get rid of silos” Ken Davy Silos are all very well for separating different types of grain, but the silo mentality and the complexity with which succeeding governments have treated savings has been an expensive failure. It has cost the exchequer billions in pensions tax relief, most of which has gone […]