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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.
Fast! For established firms with a good compliance history, we can support a swift transition and help you manage the logistics of transitioning from your current authorisation with confidence.
ValidPath offers a suite of systems and applications, including XPlan, CashCalc, Defaqto and ATEB, to help streamline your operations, boost efficiency, and simplify compliance, all from one integrated system suite that is available from day one.
Yes. ValidPath is built around the principle that Independence is Everything™. We don’t impose a rigid framework on how you operate. Instead, we provide the tools, support, and guidance you need to stay compliant while maintaining full control over your client relationships and business decisions.
When you join ValidPath, we make the transition as smooth as possible and can accommodate any notice period or leavers arrangements you may be subject to. Our onboarding team works closely with you to ensure all necessary paperwork is completed efficiently, your technology access is set up, and you’re introduced to our support teams. We also provide training on all of our systems and processes, so you and your team can hit the ground running with confidence.
Yes. ValidPath provides the essential infrastructure and support you need to operate and run your business while allowing you to function independently, 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, 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 that 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).
