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Star Rating

5 Star rated

  • abrdn

    abrdn Wrap

  • abrdn


  • Advance by Embark

    Advance by Embark Platform

  • Aegon

    AEGON Retirement Choices (ARC)

  • Fidelity Adviser Solutions

    Fidelity Adviser Solutions

  • Fusion Wealth

    Fusion Wealth Platform

  • M&G Wealth

    M&G Wealth Platform

  • Morningstar Wealth Platform

    Morningstar Wealth Platform

  • Novia Financial plc

    Novia Wealth Management Service

  • Nucleus Financial Services Limited


  • Quilter

    Quilter Investment Platform

  • Transact


  • Wealthtime Limited

    Wealthtime Platform

4 Star rated

  • 7IM

    7IM Platform

  • AJ Bell Investcentre

    Funds & Shares Service

  • Embark Platform

    Embark Platform (Institutional)

  • Fundment

    Fundment Platform

  • Hubwise Securities Limited

    Hubwise Platform

  • Hubwise Securities Limited


  • James Hay Partnership

    James Hay Modular iPlan

  • James Hay Partnership

    James Hay Wrap

  • Parmenion Capital Partners LLP


  • Platform One

    Platform One - Imperial Service

  • True Potential Investments

    True Potential Platform

3 Star rated

  • Aegon

    Aegon Platform

  • Aviva

    Aviva Platform

  • James Brearley

    Pro Icon

  • Raymond James Investment Services

    Raymond James

2 Star rated

  • Credo

    The Wealth Platform (MyCredo),

  • P1 Investment Management

    P1 Platform

1 Star rated

  • abrdn

    abrdn FundZone

  • Premier Fund Managers Ltd


All Star Ratings



In addition to our Star Ratings there are Diamond Ratings for funds and fund families and Service Ratings to help you recommend suitable providers to your clients. All of the Defaqto Ratings are available within Engage, our complete financial advice solution.


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