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Measuring quality of service since 2005

Our experts create Service Ratings based on a wealth of survey feedback from financial advisers. We collate data on many different aspects of service, and give Gold or Silver Ratings for those providers that earn the highest overall satisfaction scores.

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Instant impact

Providers can use our Service Ratings to communicate the quality of their service.

  • Service Ratings are part of our financial planning software, Engage – an end-to-end solution used by more than 30% of UK advisers.
  • 93% of Engage users use Service Ratings as part of their selection criteria.*​​​

  • IFA networks and large nationals use Service Ratings in their panel management.

*Defaqto research 2021

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Trusted partnerships

Advisers can use our Service Ratings to assess and choose provider partners, based on their peers’ feedback.

  • By using the ratings within Engage, advisers can check quality of service as part of their product research and recommendation process.
  • The extra context regarding quality of service can help advisers with panel management.
  • 64% of advisers share Service Ratings with their clients.*

*Defaqto research 2021

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Independent assessments of product providers’ service

Detailed assessments

Providers are rated via service satisfaction surveys completed by financial advisers. We look at several different aspects of service quality and will only rate a product provider once we’ve received a minimum number of responses.

Standout service

Advisers and networks use our objective ratings as part of their selection criteria, knowing they can trust highly-rated providers to deliver on their promises.

Instant comparisons

Consistent methodology makes it easy to analyse multiple providers across the industry at a glance.

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Partnering with us

Working with Defaqto brings you more than just market-leading products and data. Our world-class service means you’ll also enjoy access to our expertise and ongoing support. 

Our insight experts are always happy to discuss the product and industry landscape as it relates to your own business. While personalised training options for you and your staff are available to help you get the most out of our services. 

"For our firm to provide great service, we must partner with providers who offer the same, so this is vital for our proposition"
Financial Adviser Defaqto research 2022
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What can we do for you?

Call us today on 01844 295 546 or email and let's start a conversation.

Get in touch
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