Our industry ratings and awards

We pride ourselves in delivering exceptional service and judging by the industry recognition we receive, what we do really makes a difference.

Some things to be aware of

The information on this website is for financial professionals only

The value of investments can go up as well as down

There’s no guarantee that models or funds will meet their objectives

Investors could get back less than they pay in

Past performance is no indication of future returns

Independently rated by Defaqto

We’re proud holders of 20 Defaqto ratings covering all aspects of our business from service levels to platform functionality and investment performance.

Stars

Defaqto 5 Star Rated

Defaqto Star Ratings are one of the most trusted expert assessment of UK financial products. Updated annually following industry consultation and Defaqto’s own market research, they give advisers an objective and transparent view of our platform and service.

Read more
Gold

Defaqto Gold Service Rated

Defaqto Service ratings are based on surveys of financial advisers who assess the experience they’ve had using our platform and from recommending our service to clients, in comparison to others.

Read more
Diamond

Defaqto 5 Diamond Rated

Defaqto Diamond ratings reflect investment outcomes and are based on a consistent, researched scoring methodology called Data Numerical Analysis (DNA)1.

We’re proud to have been awarded 5 Diamonds by Defaqto for twelve of our portfolio solutions. This puts us at the very top among platform managed investment solutions.

1defaqto.com/advisers/ratings/diamond-ratings

Read more

Award winning since inception

We’re proud holders of over 50 industry awards covering every aspect of our proposition, including Professional Adviser’s Best Platform for Advisers (AUA below £25bn) 2021 and the Moneyfacts Investment Life & Pensions Best Online Service 2021.

If you’d explore how our award-winning proposition can help your business thrive, get in touch.