About The Timebank

Rory is Business Development Director for The Timebank in Ireland. He also runs his ownfinancial planning business, Brazil Financial, which he started back in 2009.  Rory’s previous client experience with TheTimebank as a financial planner led to the successful establishment of TheTimebank in Ireland in 2020.

The Timebank has developed to be one of the primary sourcesof support available to advisers and planners in Ireland and the UK.

Rory’s mission is simple – To make Irish advisers and planners stand out from their peers by giving their clients an exceptionalexperience.

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4I have been in Financial Services since the last century (!), working as an administrator, adviser, practice manager and paraplanner over that time. Paraplannning has been the role I enjoy the most, particularly the technical side of pensions and retirement planning.

I started The Timebank in 2002 because it was clear to me advisers simply weren’t able to spend enough time on what matters most – clients. Since then I’ve built and refined what we do constantly as the advice sector has changed and evolved into the profession it is becoming.

My role now is to be the first point of reference for everything outside of the business.  I meet prospective team members and prospective clients.

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I’ve been with The Timebank since 2004 and the years have flown by, maybe too fast.

I spent the first 10 years of my career in the broadcast IT and pharmaceutical industries managing service delivery to giants like the BBC, Disney, Sanoffi Aventis, Granada and ESPN.

My role at The Timebank ensures I am able to help clients get the most out of a relationship with The Timebank.

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Starting as an Accounting Apprentice I learned the old style way, learning the debits and credits etc that modern systems do automatically for you.  This gave me the basic understanding of accounting.  I then adapted to new systems with the introduction of software such as sage, xero, quickbooks etc.

Moving in 1997 to a small business that sold services I then learnt the way business grows and the challenges of a growing business, learning marketing, advertising, employment law, web design, social media etc to get a good understanding of modern business.

In 2003 I set up my own accountancy and consultancy business and started to work with The Timebank in 2010 where I have worked as the Accountant since then seeing it grow from a few employees to where we are today.

Outside work, Regular gym and swimming with friends which is also a good catch up. I like to do a lot of walking and catch up with friends in pub and social events.

 Watch Liverpool FC home and away when I can get there.

 Enjoy watching movies and constantly tell my daughter than the 80’s and 90’s were the best for movies, music and everything!   Love shark movies.  

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I have worked in the financial services industry since 2004, starting off in business banking in a large corporate bank. For the past 8 years I have been working within the financial advice sector, which I have really enjoyed.  I would like to progress my career by obtaining my Level 4 Diploma.

Starting out in financial services at 16, making the tea, filing and sorting the post,  I quickly developed an interest in the industry and held the Financial Planning Certificate by age 19.

I joined The Timebank in April 2011, starting out as a Paraplanner, I am now Head of Paraplanning.

My role is to make sure the culture at The Timebank is aligned with meeting our strategic goals for both our clients and our team.

This includes developing new team members who come on board.  I enjoy helping build long term relationships with our clients and getting to know how their business works so that we can help them achieve the best possible client outcomes.

Outside of work, you will find me either walking my two dogs, Frankie and Benny or lifting weights in the gym.  I am also a bit of a social butterfly, enjoying a glass or two of wine with friends.

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I’ve worked for providers, advisers and pension trustees, in the UK and abroad.

Delivery has always been at the heart of what I do, from getting the software and hardware nailed down, to building and maintaining our systems that make the difference between fleeting service user and long-term client.

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Starting my Financial Services career in May 1982, I have had many roles over the intervening years, with different employers. A desire to have more control over my work/life balance meant that in 2004, I, along with a friend bought, an established IFA firm in Solihull.

We sold our business in 2019, leaving the business two years later. The intervening years were my most challenging and happiest, providing a bespoke service to our clients. As the co-owner of a regulated business, many skills were developed, not least on the client side, but also on marketing, investment selection and understanding and meeting regulatory requirements.

It is these regulatory skills and the Adviser side insight that will be put to effective use within The Timebank.

While studying at university, I began my career as a sales manager for an accounting software company. Recognising my interest and aptitude for finance, my manager later transferred me to the accounting department, where I progressed from an assistant role to managing the company’s bookkeeping.

Following the outbreak of the full-scale war in Ukraine, I relocated to the United Kingdom. Initially, I worked in hospitality, before transitioning back into the accounting field. I obtained my first accounting role in the UK and currently hold a second position, both of which are finance related. I am delighted to continue expanding my professional experience and knowledge within the financial sector.

After University I began my financial career within a local IFA firm, working with numerous clients whilst also gaining my qualifications. I stayed here for 5 years before beginning my paraplanning career.

I joined the Timebank in Spring 2021 and continue to learn new things every day. It’s a role that offers so much variety and I feel very fortunate to have the opportunity to work with such an experienced and friendly team.