Regional community events 2026

South West

Connecting, learning and collaborating together

Our South West Regional Community Event in partnership with AVIVA 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 South West.

Wednesday 22nd April
Start 10:30am and Finish 3:30pm
Lake View, Brierly Furlong, Stoke Gifford, Bristol, BS34 8SW

Agenda

The agenda brings together key updates, expert insight and Member-led conversation, ensuring a valuable and engaging session for all attendees.
  • Welcome & introductions
  • Provider presentation
  • ValidPath network and proposition update
  • Compliance update
  • Member spotlight
  • Best practice discussion

AVIVA

Aviva helps you invest with confidence and plan with clarity. Our enhanced Onshore Bond is fully integrated with the Aviva Adviser Platform, giving seamless access to over 6,000 funds and models inside a tax‑efficient wrapper, plus consolidated reporting via MyAviva.

The bond also offers Smooth Managed Funds for steadier investing and supports tax‑efficient withdrawals. For estate planning, the Aviva Flexible Reversionary Trust works hand‑in‑hand with the bond to help reduce inheritance tax while retaining flexible access to capital.

Beyond the bond, the Aviva Platform brings pensions, ISAs and general investments together in one secure place, with risk‑rated solutions and a broad choice of Discretionary Investment Managers to tailor strategies around your goals.

As one of the UK’s most recognised financial services brands, Aviva has over 325 years’ experience, serves 19.2 million customers across core markets, and is a true composite—life, general insurance, healthcare and asset management under one strong brand.

Website

Who is coming

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.