Our North Midlands Regional Community Event in partnership with Marlborough DFM brings Principal Members together to share insight, strengthen connections and engage directly with the ValidPath team.
The session includes ValidPath updates, latest FCA compliance guidance and emerging themes, provider interaction and Member-led discussion, all designed to support independent advice firms and encourage practical collaboration.
It’s an opportunity to gain practical ideas, exchange experience with peers and connect with a supportive, like-minded community.
This event is exclusively for Principals of Member Firms, with limited spaces allocated on a first-come, first-served basis. We look forward to welcoming you to the North Midlands.
Marlborough is an award-winning independently owned investment management specialist. We have been managing money for nearly 40 years and we are committed to making a difference for investors by helping them achieve their financial objectives.
Our multi-asset solutions include MPS portfolios, multi-asset funds and a bespoke portfolio service, Personal Portfolio. They are managed by an investment team with over 200 years’ combined experience, using the same consistent and repeatable investment process across the range.
In the Citywire Wealth Manager Investment Performance Awards 2025, we earned the title Best Medium Firm and we were finalists for the Best Balanced Portfolio and Best Cautious Portfolio awards.
Over and above this, what we believe sets us apart is the exceptional level of service and support we provide for advisers.
Marlborough is part of the Marlborough Group, which manages more than £18 billion of assets for investors in the UK and overseas.
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Connect with fellow Principal Members attending this event. See which of your peers will be joining you for discussion, collaboration and shared learning on the day.