History

Roland Rawicz-Szczerbo and Mitchell Philpott, the founders and owners of Time4Advice both joined the Financial Services industry in 1982, each working for a number of insurance companies before setting up their respective financial advice businesses.

In 1994, Roland and Mitch were working in London’s Docklands and recognised that an opportunity existed to develop and sell a modern Windows based back office system to an industry that largely operated on legacy DOS based systems. In 1995, Quay Software was formed and grew to become one of the main back office providers to financial advisers over the next decade. In 2005, Quay Software was successfully sold to Capita.

Serial entrepreneurs, Roland and Mitch set up Time4Advice in June 2010. Since then, the company has grown well and now looks after many quality financial advice businesses including St. James’s Place and Mattioli Woods. CURO is the most modern client relationship management platform available and is built on the global Microsoft Dynamics 365 CRM platform, delivering capabilities simply not available in the legacy back office systems.

Our mission is to help our clients transform their businesses through the delivery of improved customer outcomes, increased profitability and reduced business risk resulting in an increase in shareholder value.