ValidPath Limited
ValidPath Limited is the FCA-regulated Network absolutely dedicated to supporting Independent Financial Advisers in delivering an excellent client service, safely and profitably.
You may, as yet, be unconvinced about the value of incorporating financial services into your accountancy practice. It may seem like a lot of hassle for a minimal return - or you may simply feel that it does not 'fit' with your business model. To help you begin to work through the issues, why not download our spreadsheet and 'do the math'? We've put some sample figures in it to demonstrate how it works - just replace them with your own. We've written this spreadsheet with firms that currently refer clients to an external IFA in mind.
Address: Unit 16, The Globe Centre, Wellfield Road, Cardiff CF24 3PE, United Kingdom
Phone: +44 29 2049 4495
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