About Us

ValidPath Ltd is the FSA-regulated Financial Services Network, catering specifically for members of the accountancy profession and their affiliates.

Set up by the 2020 Innovation Group in 2002, ValidPath Ltd is now an independent entity with a current membership of 32 professional firms nationwide, comprising a total of 44 approved persons, plus mortgage advisers, paraplanners and admin staff.

What makes us different?

we work closely with each Member firm, to help build your practice
we don't restrict our Members' access to products or product providers through the use of the infamous panel system - we believe that 'independent' means independent
when you phone us for support, you will speak to real people who want to help you grow your business
we are actually interested in supervising newly-qualifieds towards competent status - and do not charge extra for this service
our commission administration team deal proactively with product providers, relieving you of a huge burden
we find it difficult to say 'No' - which means we look seriously at all requests and suggestions from our Members
our network-wide backoffice system ('Clarity') offers incomparable functionality for a very modest price, and allows us to keep our charges to a minimum
great-value, targeted training available at cost price
fixed-cost Paraplanner Service, integrated into Clarity, our backoffice system
full RDR consultancy for Member firms
launching on February 9th 2011, the 'ValidPath Investment Advice Proposition' will streamline Members' advice processes, reduce risks, cut charges to clients and significantly improve your profitability

Because we are focused on helping our Members develop profitable businesses, we provide them with a wealth of resources with that objective in mind. A sample of the kinds of approaches we encourage is attached to the left, in the form of a Powerpoint presentation ('How FS').

If you'd like to be part of a new, positive financial services initiative, then please click here for our 'new joiner' leaflet.