Leeds based discretionary portfolio manager, Myddleton Croft Investments, is celebrating after its platform model portfolio service has been rated five star by independent financial research and software company Defaqto.
The firm has also retained its rating for their bespoke service.
Defaqto is an independent financial research company focused on supporting better financial decision making.
At its heart is the UK’s largest retail financial product database, which it maintains by collecting the whole universe of product and fund data and using its industry expertise and insight to make it comparable.
Its goal is to help people make better financial decisions. Star Ratings are a key element of how they achieve this, by helping people instantly understand where a product or proposition sits in the market, based on the features and benefits it offers.
Star Ratings award a product or proposition a rating of one to five, depending on the quality and comprehensiveness of the features it offers.
A four or five Star Rating indicates that a product or proposition represents one of the best quality offerings in the market.
Julie Jones, director sales and marketing at Myddleton Croft Investment Managers comments:
“We are delighted that Myddleton Croft has been awarded a Defaqto 5 star Rating for its model portfolio service.
“This clearly highlights the quality of service and offering that Myddleton Croft provides for advisers and their clients.
“We do nothing else but investment management and as such are completely focused on providing Independent Financial Advisor’s with a service which is fully complementary thus benefitting both the clients and the IFA.”
Myddleton Croft are discretionary investment managers based in Leeds, serving individuals, trusts, pension funds, charities and their advisers across the country.
The company work on the premise that everyone should be able to access the investment expertise and cost-effective services of professionals who are committed to preserving and growing your investments, no matter the size of your portfolio.