ValidPath

Today ValidPath announces the launch of its innovative funding solution, designed to remove financial barriers for Appointed Representatives (ARs) leaving legacy networks in their transition to independence. The new funding solution will support established firms wanting to leave their current network, but that feel shackled by exit terms that would have a negative impact on their business cash flow such as financial penalties, PII run-off or withholding income. Angus MacNee, CEO of ValidPath commented: “At its core, this new funding solution has been developed to provide a safety blanket for ARs and enable them to choose a network based on what suits their business requirements and future needs, not their financial situation or current circumstances. And increasingly this is ValidPath, and this initiative reflects our commitment to continually seek to improve our value proposition for advisers over time.” ValidPath’s funding solution is designed to allow businesses to focus on what matters most - providing authentic independent financial advice. In an industry evolving towards consolidation, vertical integration, and restricted advice, ValidPath remains dedicated to supporting independent advisers. Our funding solution is another step towards making it easier for firms to run their business their way and choose partners that align with their vision. Read more here: https://lnkd.in/dFCfGiWn #IndependenceisEverything #IFA #IFANetwork

In today’s digital age, protecting client data and sensitive information is more critical than ever. Financial services businesses are 300 times more likely to be targeted by cyberattacks than other industries, with threats like phishing and ransomware on the rise. In our latest article featured in IFA Magazine, ValidPath’s Head of Technology, Brad Powar, explores how advisers can safeguard their businesses, build client trust, and protect valuable data through secure communication protocols, two-factor authentication, encryption, and client education. These measures aren’t just optional - they’re essential for staying ahead of cybercriminals and ensuring business continuity. Read our full article here: https://lnkd.in/eXJytHmS If you want to learn more about how ValidPath can help you safeguard your business, get in touch with Richard Phillips Mark Arthurs, Rory Jackson or Neil Shirley today. #Cybersecurity #FinancialAdvisers #DataProtection

We're proud that our Succession Solution has been recognised with the FT Adviser 𝘈𝘸𝘢𝘳𝘥 𝘧𝘰𝘳 𝘉𝘦𝘴𝘵 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘎𝘳𝘰𝘸𝘵𝘩 𝘢𝘯𝘥 𝘚𝘶𝘤𝘤𝘦𝘴𝘴𝘪𝘰𝘯 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘧𝘰𝘳 𝘈𝘥𝘷𝘪𝘴𝘦𝘳𝘴 recently. This recognition is a testament to our commitment to supporting IFAs in planning for the future of their businesses. If you’re considering your exit strategy, our solution offers a clear Alternative to Consolidation, providing: • Flexibility to retire on your terms • Independence to preserve your legacy • A pathway for the next generation to step into ownership Learn more about how our award-winning Succession Solution can support your goals here: https://lnkd.in/gb-v6CBF To explore how ValidPath can help you plan for the future, contact Tim Clark or Barry Sexton today. #SuccessionPlanning #IndependenceisEverything #AlternativeToConsolidation

We would like to extend a huge congratulations to a couple of our Members for their well-deserved recognition at the Professional Adviser Awards 2025. The award is a testament to their dedication, innovation, and excellence. Six Degrees was shortlisted for Best Adviser Website and Adviser Firm of the Year. Parker Financial Advice was shortlisted for Best Adviser Firm for ESG. We’re incredibly proud to see their hard work being celebrated. Here’s to continued success and making a positive impact in the financial advice sector! #IndependenceisEverything #MemberSuccess #ValidPathCommunity

We’re proud to have recently received the FT Adviser Award for Best Business Growth and Succession Planning Solution for Advisers, highlighting the importance of helping advisers achieve their growth and succession objectives. Looking to retire on your own terms? ValidPath’s Succession Solution is The Alternative to Consolidation. Retain your independence, continue to serve your clients in their best interest, and secure your legacy - all with a fully supported, turnkey process. Our solution allows IFAs to transition ownership seamlessly while achieving a capital event. Learn how we can assist you in planning for the future: https://lnkd.in/e39f2TiB Alternatively, feel free to get in touch with Tim Clark or Barry Sexton who can provide further insights and details. #AlternativetoConsolidation #SuccessionPlanning #IndependentAdvice

𝗪𝗲 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝘀𝗵𝗼𝗿𝘁𝗹𝗶𝘀𝘁𝗲𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝙋𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙚𝙧 𝘼𝙬𝙖𝙧𝙙𝙨 - 𝘽𝙚𝙨𝙩 𝘼𝙙𝙫𝙞𝙘𝙚 𝙉𝙚𝙩𝙬𝙤𝙧𝙠. This recognition highlights our commitment to Independence and focus on delivering initiatives that empower our Members to provide better outcomes to clients. Just some of our initiatives this year include: regional events, collaborative forums, and expanding our compliance team, fostering a supportive community and improving our proposition for Members. As one of our Members, B.D. Dalton II of Temple Row Wealth Management shared: "𝘝𝘢𝘭𝘪𝘥𝘗𝘢𝘵𝘩 𝘪𝘴 𝘢 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘢𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘵𝘰 𝘤𝘰𝘮𝘦 𝘧𝘪𝘳𝘴𝘵, 𝘢𝘴 𝘪𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦." We’re grateful to our team and Members for making all of this possible and for the continued trust and support we receive. #ProfessionalAdviserAwards #BestAdviceNetwork #IndependenceisEverything

Having spent the day in London recently at the Annual Valid Path Conference, I have taken some time to reflect on the previous few months since taking the step to set up my own advice business. I returned from a fabulous summer holiday with the family, straight into my new business set up at the beginning of August. In no time at all, here we are hurtling towards the end of the year. I guess it’s the same every year but feels like this year in particular, time has vanished before me. I have been asked by a few why I would make a business change like this after so many years in the profession. I am not a believer in age being any sort of barrier. If I stay in reasonable health, I currently feel like I could work forever. When I decided to set up Advice2U and was looking for a network partner, to help with compliance, technology etc, some areas were non-negotiable for me and that’s why I ultimately joined the Valid Path network. Independent status – was a must for me. Valid Path remains committed to helping IFA’s demonstrate their independent status. This has come over strongly even in the short time I have been in the door. Consistency of Proposition – Another must for me was that my long-term client relationships remained constant, with no need to move any client invested funds or change investment platforms. Some network offerings require you to move clients into their preferred investment propositions. To be able to re-assure clients of the stability of their investments at a time of change for me cannot be underestimated. Innovation & Technology – Being able to operate more efficiently and effectively with my clients using a secure portal to send and receive documents electronically. Already the time and cost efficiencies are apparent to both me and my clients. Of the new business contacts I have made so far, I wanted to give a shout out to Nitu Mehra BA(Hons) APFS - i-Paraplan Ltd, I have outsourced the vital paraplanning services to Nitu. Her assistance and expertise has been invaluable in these early days, as I get used to using new support systems and technology. As we approach the year end, I am excited for 2025 and what that will bring for Advice2U.

Having a well-defined client proposition that serves a particular client segment is very important. Indeed, a well-defined client proposition not only sets you apart in the market but also ensures that you focus your resources on clients who will benefit the most from what you offer. In this recent Money Marketing article, Angus MacNee highlights the power of advisers narrowing their focus to find a niche and increase their impact. This could mean looking to service a particular local community, people of a specific demographic or clients with shared values or financial circumstances. In addition, the article explores how building a business is about clearly articulating the value you offer, who it is for, why they should believe you and how what you offer is uniquely suited to your clients needs. You can read more here: https://lnkd.in/gZ5jhSGA If you’d like to learn more about developing your client proposition and how ValidPath can support you, please get in touch with Mark Arthurs, Richard Phillips, Neil Shirley, or Rory Jackson today. #IndependenceisEverything #ValidPathCommunity #IFA

We’re thrilled that ValidPath has received the FT Adviser Award for Best Business Growth and Succession Planning Solution for Advisers! This achievement emphasises the importance of independent advice, and supporting advisers to achieve their growth and succession objectives. Indeed, the ValidPath Succession Solution was developed to be the alternative to consolidation and enable IFAs to exit and retire on their terms while supporting the next generation of advisers to become, and grow as, business owners. A huge thank you to our Members, and everyone that has supported us along the way. Read more about our Succession Solution here: https://lnkd.in/e39f2TiB If you’re looking to start succession planning or kickstart your business growth, get in touch with Tim Clark or Barry Sexton today to learn more about how ValidPath can support you. #AlternativetoConsolidation #SuccessionPlanning #IndependentAdvice

In a recent interview with Professional Adviser, Angus MacNee provides a definition for ‘authentic independent financial advice’ as having the freedom to offer the best solution for the client, and where there is no commercial incentive for one product or platform over another other than serving the client in their best interest. "There's a growing trend in the industry where firms say they're independent, but when you dig deeper, they are tied to certain platforms, products, or financial structures that don't align with authentic independence." Angus highlights the importance of using technology as an enabler, the pressures from consolidation on independence and how the ValidPath Succession Solution was developed to be the alternative to consolidation for those IFAs seeking to exit and retire. Read the full article here: https://lnkd.in/eRXsNFwW If you want to learn more about authentic independence and ValidPath, please reach out to Richard Phillips, Mark Arthurs, Neil Shirley or Rory Jackson today. #IndependenceisEverything #FinancialAdvice #Technology