ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it is reaffirming its commitment to supporting Independent Financial Advisers (IFAs) at every stage of their business journey, from starting up, to building their business, to their exit and retirement.
FCA data shows that IFAs operate across a broad age demographic, with one in four under 40, nearly a third aged 50–59, and almost one in five over 60. In response, ValidPath’s new website showcases its support for advisers at every stage, recognising the need for diverse, tailored services.
This comes as new research from ValidPath finds healthy levels of optimism among IFAs today, with two in three (66%) optimistic about the outlook for their business over the next 12 months, and another 29% extremely optimistic.
However, for this optimism to remain, IFAs believe a number of factors are crucial. When asked what is impacting their outlook most strongly:
- 49% cited access to technology to make their job easier
- 46% called out access to the support they need to run their business
Tailored support for IFAs
As more IFAs seek support to build their business and achieve their goals, ValidPath is seeing increased interest from IFAs looking to start their business, switch networks, move from direct authorisation, and plan for succession. The refreshed website has, therefore, been designed to make it easier for advisers to explore the benefits of joining ValidPath, whatever stage of their business journey.
Angus MacNee, CEO of ValidPath, comments: “Our mission is to support IFAs to operate and thrive, now and into the future. As more IFAs seek to start a business, switch to our modern proposition, or plan for their exit, our messaging aims to reinforce ValidPath’s commitment to supporting IFAs at all stages of their business journey. This is important as almost 50% of IFAs are optimistic about their business when they have access to the support they need, and having access to the right support is an enabler for business growth and success.”
“An analogy is professional sport, where athletes need a dedicated support team to function successfully, and from their earliest stages of training to the pinnacle of their careers, they rely on expert guidance and resources to refine their skills and achieve their objectives. The same logic applies to financial advisers, and ValidPath provides the essential infrastructure, services and support for IFAs to start, run and grow (and sell) their business so they can focus on what matters: servicing their clients and building their business.”
“Our brand refresh is more than a new look. It’s a commitment to authentic independent financial advice and our Member-focus: what matters to us is what we enable for others.”
ValidPath has supported IFAs for over 20 years. 97% of its Members say being a Member of ValidPath gives them the freedom to operate independently, and 94% would recommend ValidPath to other IFAs.