Our business model is to own and operate the essential infrastructure and financial advisory proposition that enables a network of financial advisory businesses to operate and thrive
We are technology-enabled at every layer with a dynamic data model and one of the broadest financial datasets in the UK enabling us to transform raw data into real-time & actionable insights
Our unified technology, data and financial services proposition enables financial advisory firms to deliver better client outcomes to more people at greater profit and scale with less risk
Financial Advisory Businesses
Financial advisers & support staff
Financial products reconciled p.m
People and retail clients
Angus has 15 years’ experience as an executive director of private, public and regulated companies in Australia and the UK operating within the financial and technology sectors. He is CEO of Rimbal Holdings and director (CF1) of FCA-regulated ValidPath and Preference. He was formerly CEO of Citola (sold 2014) and ASIC-regulated Rimbal Investment Services (sold 2018) and Citola Capital. Angus holds a double degree in Mechatronic Engineering (Hons) and Computer Science and is a 7-time Government Trade Delegate in Financial Services.
John has 35 years’ experience in executive management and as a company director in the financial, investment and technology sectors. He is a Director of Rimbal Holdings, FCA-regulated ValidPath (CF2) and Preference. He was a former IFA (business sold) and Director of ASIC-regulated Rimbal Investment Services (sold 2018), ASX-listed VC Austech Ventures, Hahn Brewing and MasterSoft. John holds a Science and Engineering degree, an MBA, a Diploma of Financial Services (Financial Planning) and is a Fellow of Australian Institute of Directors.
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).
Brad has over 10 years’ experience as a company director and CTO in technology, software engineering and online application development. Brad is a director of financial technology 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.
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.
Nicola has over 25 years’ experience in accounting, financial planning, compliance and financial services including 13 years’ as an independent financial adviser (CF30) for Allens Wealth Managers and Bright Financial Services. Formerly a Chartered Accountant for E&Y, Nicola is responsible for compliance and supporting the financial advice framework for FCA-regulated ValidPath and Preference, she is a Chartered Financial Planner and holds a Bachelor’s degree from Oxford and an Advanced Diploma in Financial Planning.