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Gill Cardy joins Defaqto’s Wealth and Protection team

22 January 2015

Defaqto, an independent researcher of financial products, has appointed former financial adviser and ex-head of the IFA Centre Gill Cardy as Insight Consultant (Wealth). In her new role Gill will develop new business opportunities and manage consultancy projects, focusing on retirement income and platforms, including the industry-leading Platform Star Ratings.

She will lead panel and due diligence consultancy projects, represent Defaqto at events for financial advisers and author thought-leadership articles and research publications.

Gill has 20 years of experience in the financial advice sector, having first worked as an Independent Financial Adviser for over ten years, during which she was also the IFA Representative on the FSA Smaller Business Practitioner Panel, and holding senior roles at ValidPath. She founded Professional Partnerships and the IFA Centre. Most recently Gill supported her community by working for a charity for ex-soldiers.

Zahid Bilgrami, Chief Executive Officer at Defaqto, says:

“It is with great pleasure that we are announcing Gill’s appointment. Defaqto has worked with Gill on a variety of projects in the past, and adding such an accomplished consultant to our growing Wealth team will give us the capacity to serve the growing requirements of advisers and product providers in terms of consultancy, research and panel work.”

Gill Cardy, Insight Consultant (Wealth) at Defaqto, adds:

“I had been using Defaqto’s products and services since my first days as an Independent Financial Adviser nearly 20 years ago – Defaqto and I have been in this market for almost the same number of years. During this time there have been many changes in our industry, and Defaqto’s technology, quality of data and range of services have consistently led the way for advisers.

“Now I am privileged to be joining Defaqto’s consultancy team and I look forward to helping financial advisers and planners as well as providers and all their clients make better financial decisions.”