5 Star rating awarded to JM Finn & Co’s Discretionary Service

Defaqto have awarded JM Finn & Co a five star rating for the Discretionary Portfolio Management service.

Defaqto have been producing Star Ratings since 2000 and they now cover more than 50 separate areas. In the professional advised space, our Star Ratings cover a range of areas across Pensions, Investments – including Platforms and Discretionary Fund Managers – and Life and Protection products.

Star Ratings award a product or proposition a rating of 1 to 5 based on its feature quality and comprehensiveness.  A 4 or 5 Star Rating indicates that a proposition represents one of the best quality offerings in the market.

Uniquely, Defaqto rate the products and propositions not the providers. In addition, they do not assess price in the calculation of Star Ratings.  The rating process applies a trans parent, stringent and consistent methodology to ensure that Star Ratings continue to reflect industry, market, and consumer and adviser trends and developments.  Importantly, Star Ratings are backed by Defaqto’s independent brand.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.