Client Connect: The Vanguard Advice Survey

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.