Switch from Direct Authorisation to ValidPath

Switching from Direct Authorisation

Stay independent yet supported

ValidPath provides the freedom and independence of Direct Authorisation (without the regulatory and reporting responsibilities), and with the benefits and support of its award-winning proposition. Join the hundreds of business owners that have made the switch to ValidPath.

Reduced admin

Outsource your back-office, reporting and regulatory responsibilities, and free up time to focus on your business and your clients.

Integrated technology

Streamline your business with our integrated technology suite, creating efficiencies in the advice process, reporting, and running of your business.

Expert support on-hand

Get compliance, business development, succession planning and marketing support, alongside other essential adviser resources.

Retain independence

Run your business your way. Keep full control over your clients, business model, providers and platforms to support clients in their best interest.

Full PI Insurance

Access market-leading Professional Indemnity (PI) Insurance and benefit from ValidPath managing PI renewals and complaint handling.

Plan for growth or exit

Get support creating value in your business and driving growth. Plan for your exit and retirement with our award-winning Succession Solution.

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Hear from our Members

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

The difference is independence.

David Ellicot

Strategy Wealth UK Ltd

Having the chance to network and socialise with your peers whilst spending the day developing your business is invaluable.

James Taylor

Taylor Financial Management Limited

Benefits

Join ValidPath and access a network of benefits

Integrated Technology

Seamless integrations for better client service

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Compliance Support

Compliance without the complexity

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Business Development

Expert support from start-up to scale-up

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Adviser Services

Services to support your advice process

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Investment Solutions

Flexibility to build or adopt with full support

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Mortgage & Protection

Support for mortgage & protection advisers

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Client-book acquisition

Grow your business via client-book acquisition

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Access compliance guidance, and a dedicated compliance support team

As a Member of ValidPath, you will have access to a dedicated compliance team and the resources to help you navigate advice, regulatory and compliance matters with confidence. Our compliance framework can accommodate your business, so you don’t have to change platforms, providers, or business models, and ensures Members can focus on supporting clients in their best interests.

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Access compliance guidance, and a dedicated compliance support team

Switching from DA FAQs

How can we help?

What are the benefits of transitioning to ValidPath versus remaining Directly Authorised?

As a Member of ValidPath, you can outsource regulatory and reporting responsibilities and get more time to focus on building your business and servicing your clients. ValidPath offers dedicated compliance support, market-leading technology, and adviser services to support you and your business.

How quickly can I switch to ValidPath from Direct Authorisation?

Fast! We can support your deauthorisation process with the FCA and reauthorisation as an Appointed Representative of ValidPath. We support the deauthorisation/authorisation process, system and data migration, agency and policy novation, training, and all client documentation and transition.

Do I still retain control over my business and client relationships?

Yes. At ValidPath, Independence is Everything™. You retain full control over your clients and business decisions including platform and product choices while gaining access to our modern infrastructure, expert support and vast network of resources.

What systems are available to support my business?

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.

Switch from Direct Authorisation to ValidPath

Stay independent yet supported

Hear from our Members

Join ValidPath and access a network of benefits

How can we help?

Stay informed with ValidPath