Our industry ratings and awards
Proud winners of Schroders UK Platform of the Year 2022, our award winning investment capability has helped ambitious financial advice firms to build their own investment proposition since 2007.
- 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 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.
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.
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.
See our full suite of Defaqto ratings
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.