Start your IFA business
with ValidPath

ValidPath provides the essential infrastructure you need to operate including FCA authorisation, PI insurance, agency relationships and reconciliation services with providers. ValidPath also provides holistic technology and systems to run your business, compliance oversight and support and a range of other services and support including training, client documentation and guidance.

Yes. ValidPath provides the essential infrastructure and support you need to operate and run your business while allowing you to function independently and build your business and serve your clients according to your business plan and advice philosophy.

Yes, new Members have access to ValidPath’s suite of systems from day one, including XPlan, Defaqto, CashCalc, and ATEB, and can access a vast range of resources and support services.

Fast. For experienced advisers that have CAS, a robust business plan, sufficient financial resources to support their start up journey and align with the values of ValidPath, we can support you through the entire process and have you operational in 4 to 6 weeks (subject to FCA).

Yes! ValidPath provides guidance, resources and support across the business lifecycle from start up to growth to succession. We can help you refine your business plan, enhance your marketing efforts, build a strong referral network and broaden your proposition for advisers and clients.

Yes. We can help you create and enhance your marketing plan, build a strong referral network and increase client lead generation. ValidPath works closely with marketing partners and agencies that can provide support and packages to drive growth.