Gill Cardy

Insight Consultant (Wealth)

With over 20 years of experience of client advice, financial planning, IFA business consultancy and UK regulation, Gill develops new business opportunities and manages consultancy projects, focusing on retirement income and platforms, including the industry-leading Platform Star Ratings.

She leads panel and due diligence consultancy projects, represents Defaqto at industry forums and other major events for financial advisers and authors bespoke case studies for providers and intermediaries.

Gill is a Fellow of the Personal Finance Society and a Chartered Financial Planner.

Prior to joining Defaqto, Gill was the Development Director at IFA network ValidPath, the founder and managing director of trade association IFA Centre, and the principal of her own, fee-based financial planning firm, Professional Partnerships, until 2008.

Gill was also voted Professional Adviser’s IFA Personality of the Year in 2014 and was the first woman to win Money Management’s Financial Planner of the Year award. She was appointed to the FSA’s Small Business Practitioner Panel 2004-2009 and served as a Director of the PFS.

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