Ledbury adviser acquired by 3 Planners through Validpath
- Tuesday, 11 June 2024
- Articles
Three Financial Planners who started their OPW Chartered Financial Planners firm in Bristol three years ago have grown their business by acquiring Ledbury-based IFA firm Winnell Douglas for an undisclosed sum through the ValidPath Succession Solution.
Read more...ValidPath launches £100,000 loan facility for ARs
- Tuesday, 20 February 2024
- Articles
Adviser network ValidPath has launched a £100,000 loan facility to help established adviser firms wanting to leave their current network who feel shackled by so-called 'golden handcuff' deals.
Read more...Veteran Barry Meeks joins ValidPath board
- Tuesday, 19 July 2022
- Articles
Industry veteran Barry Meeks has joined the board of IFA network ValidPath as an independent non-executive director of parent firm Rimbal.
Read more...ValidPath launches advice firm sale solution
- Monday, 23 May 2022
- Articles
Adviser network ValidPath has launched a succession solution to facilitate the sale and purchase of IFA firms.
Read more...