Member Benefits

Join ValidPath and access a network of benefits.

A Network of Benefits.

We provide the essential infrastructure, services and support that enables a network of financial advisory businesses to operate and thrive, so they can focus on what they do best: helping their clients and building their businesses.

Business Ready

We can get you up-and-running and 'client ready' in as little as 4 weeks*, which means you'll be business-ready faster and fully supported by our robust back-office and regulatory infrastructure (so you can focus on your clients).

What's included:

  • FCA authorisation as Appointed Representative
  • Fully-compliant PI Insurance (no exclusions)
  • Compliance oversight & support
  • Agency management
  • Full revenue & commission reconciliation
  • Practice Management

On-Going Support

We provide you with the support you need to day-to-day to run your business and service your clients.

Information & Help available:

  • Weekly communications with the latest regulatory guidance
  • Extensive Practice Management intranet available 24-7
  • Tap into network expertise with Member forums
  • Dedicated help desk that can assist with all of your business needs

Services on Demand

We offer a board range of services that you can access if and when
you need them.

Value Added Services include:

  • Paraplanning
  • E-Newsletters and website
  • Pension transfer specialists
  • Business Development
  • Succession planning
  • And much more...

Latest Technology Suite

ValidPath is technology-enabled at every layer to deliver greater usability, flexibility and productivity for our members. We utilise a combination of proven software applications and our proprietary systems that help you deliver best-in-class financial advice to your clients. We also provide extensive training and on-going support for you and your team to make the most of the resources.

  • Practice Management System
  • Cashflow planning
  • Full market research tool
  • Suitability reporting
  • Client portal
  • Network onboarding and community

Investment Propositions

The ValidPath Investment Proposition is available for all members to utilise at their discretion and for the benefit of their clients. It has been operating since 2011 and offers members a market-leading passive portfolio solution that is very cost effective.

Interested in joining ValidPath?

Get in touch today