Benefits of joining our award-winning IFA network

The essentials

IFA back-office infrastructure

We provide the essential infrastructure for you and your business to operate, including all regulatory, compliance, reporting, insurance, agency and banking functions.

FCA authorisation

Members operate as an Appointed Representative of our FCA licence. This means that you can focus on your clients and avoid the cost and hassle of performing the back-office regulatory, reporting, compliance and reconciliation processes.

Provider relationships

We handle the establishment and due diligence of all provider agency relationships and policy novations. Members benefit from access to over 400 existing agency relationships.

PI Insurance

Members are covered by our PI insurance, including defined benefit pension transfers, and benefit from robust risk and compliance processes. We offer a stable PI framework via captive & 3rd-party policies.

Revenue management

We handle all product statement and fee reconciliation matters including all client and provider payments. Members are paid weekly, with full reporting across all advisers and introducers to streamline your financial management.

Access our award-winning Succession Solution

As a ValidPath Member, you have access to our Succession Solution and expert team that can work with you to implement and execute a succession or growth plan. Whether you’re looking to unlock growth and create value or sell your business and retire on your terms, ValidPath can work with you to achieve your personal and business objectives.

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Access our award-winning Succession Solution

Hear from our Members

My vision of running my own independent firm has become a reality with ValidPath.

Tom de Burgh Williams

Purple Fox Financial Planning

It was important for us to retain our independence and not have any restrictions on the types of advice we offer. After conducting our due diligence, we chose ValidPath.

Nadeen Watson

Spectrum Wealth

I had an excellent experience at the event organised by ValidPath. The sessions were insightful, offering practical solutions and innovative strategies that are directly applicable to my business.

Ian Falder

RL Wealth Management

Awards

Award-winning independent network

When you join ValidPath, you are joining the network consistently recognised by the industry as the best proposition for Independent Financial Advisers.

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