Lotus Benefits Consulting are a general practice that has been established since August 1995. Kiran Shah, Director of Lotus Benefits Consultants found it difficult to produce the relevant information for the FCA on time which became a struggle for his business. Before becoming a Financial Adviser, Kiran was an accountant so he didn’t think producing […]
Woodwards Financial Planning is a Sole Adviser that started off as part of a network and became directly authorised in December 2014. Before Jonathan Woodwards, Director of Woodwards Financial Planning becameauthorised, he was told that completing the Gabriel report was illogical and a time-consuming experience which made him anxious to take on. Jonathan discovered MyGabriel […]
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 […]