Committed to independent financial advice and 100% platform and provider agnostic
A community of business owners, financial advisers, mortgage brokers and support personnel across UK
Ranked one of the top IFA Networks and financial advisory firms in the UK
ValidPath is an FCA-Regulated IFA Network with 20 years’ experience supporting independent financial advisers across the UK. With a financial services proposition, culture and community committed to the core values of independent financial advice, ValidPath enables its Members to focus on what they do best; helping their clients and building their businesses.
ValidPath provides the essential infrastructure, services and support that independent financial advisers need to operate and thrive
Multiple FCA Authorisations (Advisory, Open Banking) support a network of Appointed Representatives
Full back-office support services include agency, revenue, reporting and regulatory management
On-demand including paraplanning, business development, marketing and investment services
Dynamic compliance framework and risk management model with proprietary PI insurance
Technology-enabled at every layer with a dynamic data model and the broadest financial dataset in UK
IFA businesses
IFAs & support staff
Provider relationships
Retail clients