Adviser services

On-demand services that support your advice process

Access services that support your client proposition

Our adviser proposition

Access services that support your client proposition

Investment proposition

A cost-effective, passive investment proposition managed by a leading investment manager.

Services marketplace

Internal marketplace to connect with business owners, accountants, pension transfer specialists and more.

Admin support

A cost-effective administration service to save time with administrative or business-related tasks.

Paraplanning support

A cost-effective paraplanning service to save time with paraplanning or client-related tasks.

Marketing services

Boost visibility and client engagement with our marketing, newsletter, and social media packages and partners.

Our adviser resources

Tools, guidance and templates

Templates and toolkits

Streamline your advice practice with ready-to-use templates and toolkits.

Business development

Build and grow your business with strategy and planningsupport.

IFA forums

Access IFA forums to collaborate, connect and seek guidance from peers.

Intranet

Access up-to-date guidance and resources 24/7 through intranet.

Adviser help desk

Get expert support from the ValidPath team on technical, business, regulatory, and client-related matters.

Business coaching

Refine your strategy, enhance your client proposition, and implement your plan with confidence.

All benefits

Go beyond adviser services,
explore the full range of benefits

Authorisation

Access multiple FCA Authorisation (Advisory, Open Banking) options as an Appointed Representatives.

Back Office Services

Full back-office support services include agency, revenue, reporting and regulatory management

Adviser Services

On-demand including paraplanning, business development, marketing and investment services

Compliance

Dynamic compliance framework and risk management model with proprietary PI insurance

Technology & Data

Access a systems suite with everything required to run your advice business and client process.

Succession Planning

Access succession planning and support to plan and execute your business exit and retirement.

Business Growth Programme

Benefit from a growth programme to support your business growth and value creation.

Community & Events

Join a community of like-minded financial advisers and business owners to collaborate and prosper.

View all benefits

Adviser services FAQs

How can we help?

We answer your questions about our adviser services.

How do I access ValidPath Adviser Services?

Join ValidPath! Members can access our IFA support services through the ValidPath Member Portal or by contacting the ValidPath support team.

Does ValidPath have an Investment Proposition?

Yes. The ValidPath Investment Proposition provides a cost-effective, proven passive portfolio solution managed by a leading investment manager.

Can I access Paraplanning and Admin support?

Yes, ValidPath offers Members access to high-quality, outsourced paraplanning and administrative support services. This includes report writing, research, cashflow modelling, and other technical support, allowing you to focus on building your business and servicing your clients.

How do I connect with the ValidPath IFA community?

Join ValidPath! The Internal Services Marketplace enables ValidPath Members to connect and collaborate with each other, and it includes Pension Transfer and equity release specialists, and much more.

Interested to learn more?

                                    Speak to ValidPath today to find out how our adviser services can support your business.                                

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