Our industry ratings and awards

Proud winners of Moneyfacts' Best Wrap/Platform 2023 and Schroders UK Platform of the Year 2019 & 2022, we've helped ambitious financial advice firms build their own investment proposition since 2007.

For financial professionals only
Please note:
  • The information on this page is only suitable for financial professionals.
  • Past performance is no indication of future returns and investors could get back less than they pay in.
  • There’s no guarantee that models or funds will meet their objectives.
  • The value of investments can go down as well as up.

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.

Defaqto 5 Star Adviser Platform and Drawdown logos on an illustrated landscape background

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.

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Defaqto Gold Platform Service logo on an illustrated landscape background

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.

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Defaqto 5 Diamond logos on an illustrated landscape background

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/solutions/diamond-ratings

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Award winning since inception

We’re proud holders of over 50 industry awards covering every aspect of our proposition, including Platform of the Year at Schroders UK Platform Awards 2022  and the Moneyfacts Investment Life & Pensions Best Wrap/Platform 2023 and Best Online Service 2021.

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