Financial advisory businesses
Financial advisers & support staff
Financial products reconciled p.m
People and retail clients
ValidPath is a leading FCA-Regulated IFA network with 20 years’ experience supporting independent financial advisory businesses across the UK. With a financial advisory proposition, culture and community committed to the core values of independent financial advice, ValidPath enables its Appointed Representatives to focus on what they do best; helping clients and building their businesses.
Preference is an FCA-Regulated Adviser network providing a turn-key solution for low-risk financial advisory businesses across the UK. With a financial advisory proposition that utilises centralised systems, processes and investment solutions, Preference supports new-entry and transactional business models to serve the unaddressed needs of retail clients.
WiSecure is a financial technology company providing software applications to the financial advisory market.
Financial services infrastructure and business support (as-a-service) for Directly-Authorised financial advisory firms.