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Succession planning

Empowering independent advisors in their succession journey.

ValidPath offers end-to-end support for independent advisors planning their succession. Our network independence keeps your clients and staff intact, while our Successor Manager program helps you find the right successor. Join ValidPath to continue servicing your clients with our proven model.
Succession planning support 
for independent advisors
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Succession

Succession planning support 
for independent advisors

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Options Available
Expert guidance and support throughout the succession planning process.
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In-house PII
Expert guidance and support throughout the succession planning process.
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Third level
Expert guidance and support throughout the succession planning process.
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FAQ’s

How can we help?

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ValidPath offers a suite of systems and applications, including XPlan, CashCalc, Defaqto and others, to help streamline your operations, boost efficiency, and simplify compliance, all from one integrated system suite.

Yes. Our applications are integrated to the highest degree possible ensuring that information can flow between systems and thereby reduce your rekeying and admin, and support your client management.

Yes. We provide a comprehensive training programme across all systems and ongoing resources and support to help you learn and get the most from our systems.

Yes. We require use of our centralised system for compliance and reconciliation purposes, however, we are agnostic to other adviser tools on the basis they are fit-for-purpose and seek to integrate where possible (if not already).

Find the ideal successor manager for your retirement transition
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Find the ideal successor manager for your retirement transition

50%
Expert guidance and support throughout the succession planning process.
Two words
Expert guidance and support throughout the succession planning process.
Two words
Expert guidance and support throughout the succession planning process.
50%
Expert guidance and support throughout the succession planning process.
50%
Expert guidance and support throughout the succession planning process.
Two words
Expert guidance and support throughout the succession planning process.
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About Us

We power financial advice

Rimbal builds the infrastructure that powers financial advice - from human-led to AI-driven financial services. Advisers, networks, multi-national firms, Private Equity houses and FinTech’s, start, run, grow and sell their businesses with Rimbal, and use our solutions to deliver compliant financial services.
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We’re building the future of financial advice
At ValidPath, we provide expert support and guidance for your succession planning journey.
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And the technologies that make it personalised
The ValidPath model helps advisors seamlessly continue serving their clients and maintaining relationships.
Human
From human-led to AI-driven financial services
Retire or join a network without changing platforms, FUM, clients, or staff.
Human
And we’re committed to improving outcomes and accessibility for everyone
Our expert successor managers help you find the right successor, ensuring a smooth transition and client continuity.
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Guidance and Support

Real People, Real Support
Real People, Real Support
At ValidPath, we believe in the power of personal connections. Our team of experts is dedicated to providing real support and guidance throughout your succession planning journey.
Continuity for Existing Advisors
Continuity for Existing Advisors
Our ValidPath model provides a framework for existing advisors to continue servicing their clients, ensuring a seamless transition and maintaining the relationships they've built.
Independence Without Transition
Independence Without Transition
With our independent model, you can retire or join a network without the need for platform or FUM transition, allowing your clients and staff to remain the same.
Expert Successor Manager Support
Expert Successor Manager Support
Our team of expert successor managers will help you find and support the right successor for your business, ensuring a smooth transition and continuity for your clients.
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Ensure smooth transition for succession planning

Benefits
Clients and staff remain the same, ensuring continuity and trust.
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Benefits
Supportive Community
Join a network that values real connections and personal relationships.
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Supportive Community
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Hear from our community

quote
What a fantastic day and evening, meeting with many of my ValidPath peers.
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Alec Cameron
Advice2u
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Excellent opportunity to meet fellow ValidPath Members to share ideas and best practices as well as meeting key ValidPath employees.
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Angus Bunten
The Ailsa Partnership
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The difference is independence.
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David Ellicot
Strategy Wealth UK Ltd
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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.
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Ian Falder
RL Wealth Management
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I send my heartfelt thanks to ValidPath for offering such an amazing opportunity to shape my business, to work with clients I want to serve and to find my own success.
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Jill Turner
Big Picture Financial Planning
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Want to learn more?

Enquire today and reach out to a succession expert
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Planning for the future

Preparing for retirement: A guide for advisors
Preparing for retirement: A guide for advisors
Succession
 Building a legacy: Tips for succession planning
Building a legacy: Tips for succession planning
Succession