Defaqto

Scored top for most preferred provider for MPS via platform and direct

More than two thirds of advisers access MPS via adviser platforms

Advisers are more confident to make switches to improve client experience

Quilter remains in second place followed by AJ Bell and Transact

Single tool to include risk profiling, cashflow planning, ratings and more

More providers are getting a bite of the apple amid push to justify value

Including Abrdn, Aviva, Curtis Banks, Fidelity, Quilter, and Scottish Widows

Striking a balance between health, wealth and personality

The SimplyBiz and Defaqto owner continues to increase its portfolio

‘Sustainable investment options do not offer a free lunch'