Member Benefits
Join ValidPath and access a network of benefits.
We provide the essential infrastructure, services and support that enables Independent Financial Advisers to operate and thrive; so you can focus on what you do best: helping your clients and building your business.
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
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
We offer a broad 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
Full revenue & commission reconciliation
Succession planning
And much more…
ValidPath is technology-enabled at every layer to deliver greater usability, flexibility and productivity for our members. We use 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
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.