The Defaqto service survey is now live and it's time to have your say. The annual survey asks financial advisers to share their views about the level of service they receive from product providers like TAM. Defaqto look at several different aspects of service quality and will only rate a product provider once they've received a minimum number of responses, so we'd be very grateful if you would take a moment to have your say about TAM.
For those providers that earn the highest overall satisfaction scores, Defaqto award Gold or Silver Ratings. We were thrilled to receive our first Gold rating for our DFM service earlier this year and would love to hold on to this accolade - it's all in your hands!
The survey can be accessed below until 25th September and all participants will be entered into the Defaqto free prize draw for a chance to win one of two £250 Amazon vouchers. For every entry, Defaqto will also donate £5 to Centrepoint (the UK’s leading charity for homeless young people), up to a total of £500.
If you would like to speak with us about the Defaqto service survey, or to discuss our discretionary investment management services in general, please get in touch with us today.