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15th November 2018

Defaqto: Service surveys: prize draw winner announced!

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.

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