ValidPath has strengthened its proposition with the appointment of Roger Perry (pictured).
Perry brings over 30 years’ experience in financial services.
He has spent the past 20 years at Defaqto, where he played a key role in the commercial success of its adviser software, working closely with nationals and networks.
In his new role, Perry will be responsible for managing current support services for members and implementing new services to enhance the ValidPath IFA proposition.
This expansion of the ValidPath IFA proposition will include developing existing provider offerings and relationships, enhancing the technical services available to members through service provider partners, and expanding the offering with new services to increase efficiency, support firm growth and support adviser satisfaction.
Perry said: “I have collaborated with ValidPath within previous roles for over seve years. In that time, I’ve seen first-hand the team’s commitment and their Members’ passion for championing independent financial advice.
“It has always been clear to me that this is a core driver behind their position as the leading IFA proposition.
“I’m pleased to be joining ValidPath and look forward to helping evolve our IFA proposition, enhancing our provider partnerships, and delivering meaningful value to our Members across the UK.”
Tim Riseborough, group operations director of ValidPath, added: “Roger’s appointment reflects our commitment to strengthening the support and service proposition available to our members, whether they are starting out, building their business or looking to exit.
“Roger brings a combination of advice sector insight, commercial acumen and real-world experience in financial advice and technology, all of which will help us enhance our IFA proposition.
“I’m delighted to welcome Roger to the team, and look forward to his positive contribution for the benefit of ValidPath members.”
