We enable Independent Financial Advice Businesses to operate and thrive

What We Do

We provide the essential infrastructure, technology and financial services proposition that enables hundreds of IFA businesses to operate and thrive.

Our Adviser Proposition

Our ValidPath proposition supports a community of independent financial advisers across the UK from start-up to scale-up and growth to succession.

About Us

Rimbal is a financial services and technology group pioneering the future of independent financial advice with operations across the UK.

Our Insight

The Future is Dynamic

Within the financial advisory industry today, and deeply entrenched within the regulations, is a snapshot approach to data capture (“as is” without metadata) that results in a static model for client suitability and risk assessment.

In contrast, a dynamic approach to data capture and analysis will revolutionise the client experience, transform the industry value-proposition and exceed the requirements of the current regulatory framework governing retail financial services.