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What is Client 
Connect: The Vanguard Advice Survey?

The inaugural study, conducted by Vanguard’s Advisory Research Centre, involved a dual-survey of more than 1,000 advised investors and 200 advisers in the UK to understand perceptions of value, preferences around the delivery of advisory services and the typical service delivered by advisers. 

The study found that while the value of financial advice is broadly well recognised by clients, there are some critical disconnects between clients' preferences and typical adviser practices. These misalignments present opportunities for advisers to deliver more value and differentiate their services.

What you’ll find in the report 

The report details how investors measure the value of their relationship with their adviser as well as the areas where advisers might not be meeting client preferences.

 
Adviser's perspective
Investor's perspective
Insights provided
Value of advice
How investors perceive the value of advice and working with an adviser.
Advice preferences
What investors want from their advisers and what advisers are typically doing
Relationship preferences
How investors want to interact with their advisers, and how advisers typically communicate with their clients.
Tactical portfolio decisions
Tactical portfolio decisions are outside the scope of this report, which focuses on client relationships.

Client Connect: The
Vanguard Advice Survey

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Client Connect:
The Vanguard Advice Survey 2025

Understanding the perceived value of advice is central to serving clients well. In this report, Vanguard’s Advisory Research Centre shares the results from the inaugural Client Connect: The Vanguard Advice Survey 2025.

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Download a suite of co-brandable explainers and templates to help make your client conversations more meaningful.

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Get in touch.

To find out more about how our research can help you and your clients, or to request a meeting with the Advisory Research Centre team, contact your Vanguard representative.

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