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ValidPath’s integrated technology is designed to enhance operational efficiency and support the delivery of authentic independent financial advice. By combining secure data management with system-wide integration, we help Independent Financial Advisers improve their efficiency and deliver tailored advice to more clients. Hear more from Brad P., Head of Technology at ValidPath, and learn more about our integrated technology on our website: https://lnkd.in/efJA7P-n #Defaqto #CashCalc #XPlan #IFA #FinancialAdvice

ValidPath helps Members grow their businesses with the right support at every stage of their journey. That support can mean helping to bring new advisers into the firm, acquiring client books through the Client Buyout Programme, or using our integrated technology and compliance services to increase capacity. Find out how we can help your IFA business grow: https://lnkd.in/epB3URKz #IFA #FinancialAdvice #FinancialAdvisers

“ValidPath had the best tech - and that was very important to me.” That was Tony Sandher DipPFS CeMap ’s conclusion after researching IFA networks. As a newer adviser, he needed systems that could streamline processes and scale with his business. Ben Parker - Independent Financial Adviser agreed - but that was not all he was looking for: “ValidPath are much more a partnership. They are willing to talk with us, work with us, help us.” ValidPath’s integrated technology suite includes Xplan, CashCalc, ATEB, and Defaqto, designed to eliminate manual data entry, embed compliance into workflows, and automate suitability letters. These systems are supported by ongoing training, dedicated help desk assistance, and best-practice guidance to help you work smarter and deliver better client service. Find out more about how ValidPath can help your business combine integrated technology with dedicated network support: https://lnkd.in/efJA7P-n #IFA #XPlan #CashCalc #DeFaqto

Our Member events bring IFAs from across the UK together through regional meet-ups, online sessions, and our Annual Member Event in November. Each event is designed to connect with like-minded business owners, IFAs, mortgage brokers, and support staff to collaborate and share their commitment to authentic independent financial advice. As Tim Riseborough explains, these occasions are more than just meetings - they are opportunities for advisers to share experiences, test ideas, and raise questions that shape how we move forward, together. #IFA #FinancialAdvice #FinancialAdvisers #Community #IFAEvents

At ValidPath, Member support means direct access to real people - experienced compliance and business experts who are there when you need them. Our Members know they can pick up the phone or send an email and speak with someone who understands their business and can provide practical solutions. That sense of community has shaped our approach from the very beginning. Member support is our priority. Through investment in systems, processes and people, we are ensuring that support only becomes stronger. Find out more about how ValidPath can support you: https://lnkd.in/eU_iXfxu #IFA #IFANetwork #FinancialAdvisers

Our compliance specialists, many of whom are former advisers or paraplanners, are available on-demand to provide clear, practical guidance. Join ValidPath, Network for Independent Financial Advisers