ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

Isabel Baxter
clock • 2 min read

ValidPath is to support Ledbury-based IFA firm Winnell Douglas through its succession solution.

Through the IFA network's ‘succession solution', the transaction has enabled the vendor to transition regulatory responsibilities as a directly authorised firm, access liquidity through the business sale and retire from the industry. As part of the succession plan, Winnell Douglas' management and client servicing will be transferred to IFAs Tori Passmore, David Parry and Damien Hopkins. All three advisers already operate an IFA business within the ValidPath network and as part of the succession plan for Winnell Douglas, they have taken over the firm management as company directors, fi...

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