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You know you add value...

As an adviser, you know the value you add to your clients’ financial health. But do you always target your efforts to the areas clients most appreciate? And do you always know how best to explain what you do?

Drawing on years of in-depth research, Vanguard's Adviser’s Alpha breaks out the seven critical benefits that advisers offer clients.

The seven key components of Adviser's Alpha

Asset allocation. The overwhelming factor in determining investment performance

Rebalancing. Keeping a portfolio’s risk and return profile on course

Lowering costs. The one factor guaranteed to improve returns

Behavioural coaching. Avoid the costly mistakes of giving in to fear and greed

Tax allowances. Tax-efficiency is key to getting the best results

Spending strategy. Crucial to maintaining the value of a portfolio in retirement

Total return versus income. Making the most of a portfolio for both income and capital

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Understand the seven key components of Adviser’s Alpha - starting with Asset Allocation

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Adviser’s Alpha in one easy to-read document

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Contact

Contact your adviser support team representative
Call: 0800 917 5508

enquiries@vanguard.co.uk

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.