ValidPath is an FCA-regulated IFA Network with over 20 years experience supporting IFAsand IFA businesses across the UK. Whether newly qualified, an experienced IFA starting abusiness, an Appointed Representative that values independence or Directly-Authorisedand looking to retire, hundreds of business owners believe ValidPath provides the bestproposition for their business to operate and thrive. Contact me to learn more.ValidPath is part of Rimbal, a financial services and technology group pioneering the futureof financial advice. As the network for Independent Financial Advisers, we believe thatindependent financial advice is as important today as it will be tomorrow. Independence isEverything™.ValidPath Limited and ValidPath Financial Limited are authorised and regulated by theFinancial Conduct Authority under FRN 197107 and FRN 836465 respectively.I have been working in the advice Industry for over 30 years at client and intermediary level. I have a broad knowledge of the market gained from senior client facing roles. I am a proven business development executive with wide connections nationwide. My roles have included product development insight and marketing input with a focus on the Intermediary market and its rapidly developing regulatory environment , but in the main I am a salesperson! I am happy to negotiate at the highest level and have exceeded targets in every role.I have experience of Equities,Fixed Interest,Property,Multi-Asset and Passive investing across both retail and Institutional markets, with a proven track record of excellent business production and retention of assets.
Listed skills include Wealth Management, Investments, Investment Strategies, Investment Sales, and 19 others.