Rimbal is a financial services and technology group pioneering the future of independent financial advice with operations across the UK
We provide the essential infrastructure, technology and financial services proposition that enables hundreds of IFA businesses to operate and thrive
Learn about What We DoOur ValidPath proposition supports a community of independent financial advisers across the UK from start-up to scale-up and growth to succession
Learn About ValidPathOur unified technology, data and financial services proposition supports better outcomes for more people at greater profit and scale with less risk
Learn about Our InsightsIFA businesses
IFAs & support staff
Provider relationships
Retail clients
Angus has 20 years’ experience as a founder and company director of companies operating in multiple jurisdictions within the financial and technology sectors. He is CEO of Rimbal and director of FCA-regulated ValidPath, ValidPath Financial and Rimbal Systems and GFSC-regulated Rimbal Insurance Services. He was formerly CEO of Citola (sold 2014) and ASIC-regulated Rimbal Investment Services (sold 2018). Angus holds degrees in Mechatronic Engineering (Hons) and Computer Science and is a 7-time Trade Delegate in Financial Services.
Tim has over 25 years’ experience in senior operational and finance roles in banking and financial services where he delivered numerous complex transformation projects. Since 2020, Tim has been COO / CFO for a wealth management fintech and COO for an SME specialist lender and was previously with HSBC, Nomura and Goldman Sachs. Tim is COO of Rimbal and Group Operations Director of ValidPath. Tim is a Fellow of the Chartered Institute of Management Accountants and holds a Bachelor of Arts (Honours) degree.
Adrian has over 20 years’ experience in corporate finance and financial services. He is a director of FCA-regulated Allinea Corporate and has worked across both public and private markets, advising SME businesses across numerous sectors and covering IPOs, acquisitions, disposals and debt and equity fundraisings. Adrian is a non-executive director of FCA-Regulated ValidPath and ValidPath Financial and other PE-backed UK businesses. Adrian holds a Bachelor’s of Science and a ICAEW Corporate Finance Diploma.
Barry has 35 years’ experience in the mortgage, banking, IFA network and financial services sector. Barry is a non-executive director of Rimbal Holdings and Rimbal Financial Holdings and was previously CEO at CAF Bank, The Pink and Homeloan Management, COO at The Home & Savings Bank and iNED at Legal and General Home Finance, Nostrum Group, Vertex, Sutherland Mortgage Services, BFC Bank Ltd and a large IFA Network. Barry is a Chartered Director and Fellow of the Institute of Directors and Approved Person by the PRA and FCA.
Elise has 15 years’ experience in retail marketing, communications and strategy with over 10 years’ senior executive experience in financial services and banking. Formerly Elise led the marketing for ANZ Financial Planning and the Retail Marketing team for Westpac where she delivered key initiatives (driven by customer experience research) that resulted in a step change in the marketing performance and the client experience. Elise has a Bachelor of Commerce, a Diploma of Market Research and a Masters of Business Administration (MBA).
Richard has 20 years’ experience in banking, investment management, financial advice, technology and compliance. Richard was a former Investment Manager and CF10/11 at FCA-regulated online Discretionary Manager, Gear Investments, a Business Development Executive at financial technology firm TechRules and a private Investment Manager at NatWest and Nationwide. Richard is qualified as a Chartered Financial Adviser and Securities Trader and holds a Communications Degree from UNISA and a Diploma in Financial Planning.
Heledd has over 15 years’ experience in operations management and the financial services industry including over 5 years’ managing operations within the ValidPath network. Heledd is responsible for supporting network, business and member-related operations for FCA-regulated ValidPath and ValidPath Financial including managing regulatory reporting and liaison. Heledd holds a Bachelor of Science degree from Cardiff University and an Advanced Diploma in Financial Planning.
Brad has over 10 years’ experience as a company director and CTO in technology, software engineering and online application development. Brad is a former director of FinTech company WiSecure where he was responsible for an engineering team that developed the LAMP, PIPE and TIDI platforms to manage £100 million transactions monthly and 1,000 of financial advisers. Formerly, Brad was MD of Webinspire and managed a distributed team of web developers servicing multinational, sport and financial clients.
Nicola has over 25 years’ experience in accounting, financial planning, compliance and financial services including 13 years’ as an independent financial adviser (CF30) and pension transfer specialist. Formerly a Chartered Accountant for E&Y, Nicola is responsible for compliance and supporting the financial advice framework for FCA-regulated ValidPath and ValidPath Financial, she is a Chartered Financial Planner and holds a Bachelor’s degree from Oxford and an Advanced Diploma in Financial Planning.