The new regulatory world, post-Conduct of Business Sourcebook

Authorisation via 2020 Financial Services

2020 Financial Services Ltd have been providing an effective regulatory umbrella for professional firms, seeking to offer financial-planning advice, since 2002.

Time for our Members

In addition to all the ‘normal’ things that IFAs would expect from a Network, the thing which our Members most frequently comment on is how accessible we are, and how hard we work at making your business a success

Plain-English compliance guidance

Our regularly updated resources are written with practitioners in mind.  You don’t need to employ a barrister to work with our materials!  

And there’s more!

Members of 2020 Financial Services benefit from practical guidance on migrating to a fee-based advice model, ‘instant’ compliance solutions, customised marketing resources - and now from our brand-new ‘principles-based’ compliance tools like the interactive factfind, and financial-planning project workbooks.  Soon, we hope to make these unique resources available to non-Members.

New resources available via ValidPath

The non-regulated service company, ValidPath Ltd, was set up in 2007 to enable us to offer cost-effective practice-development resources to IFA & Accountancy firms.  All resources have been carefully designed based upon intimate knowledge of this market.

In-house products

Our well-reviewed book, “Start your own IFA Practice” is available from the ValidPath website, and it’s free.  Our ‘automatic lead-generation’ system, “Hot Leads Now!” is also available from the same location.

Externally-sourced, quality resources

A brilliant document-management system, designed specifically for IFA and Accountancy markets.  Find out more by clicking here.

Develop your ‘mini-website’ expertise

Many clients struggle with big, bloated multi-page websites.   They’re much more comfortable with simple, single-issue sites - find out how to design them with this great course, by clicking here.