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Member Benefits

Join ValidPath and access
a network of benefits.
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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.

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 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…

Latest
Technology
Suite

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

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.

Find out more about joining ValidPath