Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…
Abraham and David dive into the nitty gritty of: David’s career and the journey that led him to launch Seccl Insight into Seccl – what it does and the third parties (APIs) it is connected with David’s thoughts on the state of adviser tech today and how ‘Adviser Platforms’ often don’t provide the technology advisers need David sold Seccl to Octopus for £10m, he explains the impact of this and his attitude to money The cost-structure at Seccl: How the costs stack up, whether advisers are adding margins to their costs and whether the model allows for flat fee pricing David’s thoughts on the state of the adviser platform industry today David’s personal approach to retirement and his plans for the future