Service surveys: prize draw winner announced!

12 November 2018

During the summer, we ran our annual Defaqto surveys looking at the service advisers receive from their DFMs, investment bond, pension, platform and protection providers. These surveys are the basis for our Service Ratings, which, unlike Star and Diamond Ratings, are based solely on the opinion of advisers.

Congratulations to Alan Comerford, Independent Financial Adviser of Little & Georgiou (IFA) Limited, an independent firm based in Halifax, for winning the £250 John Lewis vouchers. Alan completed four of the five surveys (Pension, Platform, Protection and DFM), which maximised his chances to win.

When we caught up with Alan about his prize, he was pleasantly surprised to win the vouchers and admitted they are coming just in time for Christmas.

Little & Georgiou was established in 1989 by two of the current Partners, Richard Little and Jason Georgiou and joined the Fairstone Group in March.  Fairstone Group offers its members a back office system and risk profiling questionnaire, which both integrate with Defaqto Engage, our end-to-end financial planning tool.

Happy winner Alan Comeford (right) and Tony Short, one of the partners at Little & Georgiou.

Happy winner Alan Comeford (right) and Tony Short, one of the partners at Little & Georgiou.

“As a part of the Fairstone Group, we have been using Engage since March. We start by determining the clients’ risk profile, then we can research suitable funds, platforms and products all within Engage. It’s great that it’s all integrated and overall it saves us time,” Alan commented.

About the Defaqto service surveys

We are now analysing the results of the surveys and they will be available on from 1 February 2019. The results will be used to update the service information held in Engage, to enable advisers to filter on service data within their panel and research selection. We will also publish reports that will give a view of the market and identify gaps in service based on the survey results.

In the meantime, our service reviews from last year are available on our website:

DFM service review 2018
Protection service review 2018
Pension service review 2018
Platform service review 2018

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