Experience

Rimbal

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Corporate Finance Director

  • Mar 2022 - Present

  Rimbal is a financial services and technology group pioneering the future of financial advice. Wecreate and curate the essential infrastructure, technology and financial services proposition tosupport our ValidPath IFA proposition. ValidPath is an IFA Network with over 20 years experience insupporting hundreds of IFAs and IFA businesses to operate and thrive across the UK from start-up toscale-up to the ValidPath Succession Solution (an alternative to consolidation).For more info please visit www.rimbal.com



ValidPath

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Corporate Finance Director

  • Mar 2022 - Present

  ValidPath is an FCA-regulated IFA Network with over 20 years experience supporting IFAs and IFA businesses across the UK. Whether newly qualified, an experienced IFA starting a business, an Appointed Representative that values independence or Directly-Authorised and looking to retire, hundreds of business owners believe ValidPath provides the best proposition for their business to operate and thrive. Contact me to learn more.ValidPath is part of Rimbal, a financial services and technology group pioneering the future of financial advice. As the network for Independent Financial Advisers, we believe that independent financial advice is as important today as it will be tomorrow. Independence is Everything™.ValidPath Limited and ValidPath Financial Limited are authorised and regulated by the Financial Conduct Authority under FRN 197107 and FRN 836465 respectively.



AMACOR Capital Limited

• United Kingdom
• Retail Groceries
• 1 - 100 Employee

• Head of Acquisitions

  • Dec 2020 - Mar 2022

  More details on our website (https://www.amacor.co.uk/store-criteria/) and the attached flyer.

• Financial Controller

  • Sep 2018 - Mar 2022

  Award winning AMACOR was founded in 2018 with a growth strategy focussed on the clear consolidation opportunities that exist in the growing convenience sector and currently has 17 trading stores across the North West and Wales (including one petrol forecourt) with ambitions to get to 50+ stores in the next 5 years.



DTE Business Advisers Ltd

• Corporate Finance Manager

  • Sep 2015 - Sep 2018

  DTE is a leading independent firm of chartered accountants and tax advisers in Manchester and North West England. Our Corporate Finance team provide both Lead Advisory and Transaction Support advice for individuals, companies, banks and private equity institutions DTE is a leading independent firm of chartered accountants and tax advisers in Manchester and North West England. Our Corporate Finance team provide both Lead Advisory and Transaction Support advice for individuals, companies, banks and private equity institutions



BTG Corporate Finance

• United Kingdom
• Accounting
• 1 - 100 Employee

• Corporate Finance Executive

  • Mar 2014 - Sep 2015

  In March 2014 I joined BTG Corporate Finance LLP and have worked on a range of transactions across multiple sectors, both nationally and internationally, from their Head Office based in Manchester. Areas of expertise: Mergers, acquisitions, disposals, fundraisings, crowdfunding, EIS / SEIS , lead advisory, due diligence, deal origination, financial restructuring and company reorganisations, valuation advisory, transaction support and strategic advice for both corporate and private equity transactions.



Begbies Traynor Group plc (formerly Cooper Williamson Limited)

• Corporate Insolvency Administrator

  • Aug 2011 - Mar 2014

  Joined Begbies Traynor Group plc following its acquisition of Cooper Williamson Limited on 1 October 2013. Responsible for circa 30-35 corporate cases of various size and complexity reporting directly to the office holder(s). Joined Begbies Traynor Group plc following its acquisition of Cooper Williamson Limited on 1 October 2013. Responsible for circa 30-35 corporate cases of various size and complexity reporting directly to the office holder(s).



Hallidays Accountants LLP

• Accountant

  • Jul 2010 - Mar 2011

  Accountant for a large multi-award winning North West based practice. In addition to the above 9 month spell I undertook a number of summer placements with the firm totaling approximately an additional 10 months. Duties involved accounts preparation and performing statutory audits. Accountant for a large multi-award winning North West based practice. In addition to the above 9 month spell I undertook a number of summer placements with the firm totaling approximately an additional 10 months. Duties involved accounts preparation and performing statutory audits.