Ledbury adviser acquired by 3 Planners through Validpath

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.

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ValidPath launches £100,000 loan facility for ARs  

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.

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Veteran Barry Meeks joins ValidPath board

Industry veteran Barry Meeks has joined the board of IFA network ValidPath as an independent non-executive director of parent firm Rimbal.

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ValidPath launches advice firm sale solution

Adviser network ValidPath has launched a succession solution to facilitate the sale and purchase of IFA firms.

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