Trust is critical to satisfaction say 94% of adviser clients

• Spending more time with clients, including holistic financial planning, can be achieved with the help of a reliable investment partner.
  
  
• Vanguard’s Model Portfolio Service offers a choice of strategies to meet the range of client goals.
  
  
• For more than 50 years, Vanguard has helped advisers and their clients navigate changing markets whilst supporting advisers in delivering high‑quality advice.
   

Research from Vanguard’s Advisory Research Centre suggests that clients in the UK want more than numbers – they crave confidence, personalised plans, a strong relationship and peace of mind. Client Connect: The Vanguard Advice Survey¹ discovered:

• 92.5% of investors say “a human to talk to” matters more than investment performance or fund selection;
  
  
• 46% of clients prefer in-person meetings with their adviser more than once a year; and
  
  
• 94% of investors believe trust in their adviser is critical to overall satisfaction.

The centre of gravity has been shifting for financial advisers as client relationships become the core of an adviser’s value proposition. Spending more time with clients, including holistic financial planning, delivers value beyond portfolio returns. Vanguard research² found that 86% of advised clients report having greater peace of mind when thinking about their finances, compared with managing them on their own, while advised investors are roughly half as likely (14%) as self-directed ones (27%) to experience high levels of financial stress.

Delivering value to clients through stronger personal relationships often requires the support of a reliable investment partner. Vanguard’s Model Portfolio Service (MPS) is built with every client in mind. Our range of MPS solutions are constructed with more than 50 years of experience, global expertise and discipline.

Trust, support and a consistent philosophy

Our approach to multi-asset investing is grounded on a simple idea: trust, support and choice with a consistent philosophy, which is fundamental to ensure a repeatable investment approach that delivers value to clients and advisers alike.

We’re mindful that trust is earned over time, not assumed. For more than 25 years, we’ve sought to champion the value of advice, investing in research that helps advisers articulate the value they deliver to clients through life’s complexities, uncertainty and change.

When combined with decades of experience in multi‑asset investing, grounded in evidence and discipline, we aim to be the best possible partner to your business.

Support is about helping advisers simplify portfolio management and focus their time where it adds most value, as well as providing tools to support more meaningful client conversations. Our MPS is designed to help you maximise not just the amount of time you spend with clients, but also the quality of that time.

Our MPS brings together the best of Vanguard:

1. High‑quality investment solutions
   
   
2. Practical content insights
   
   
3. In-person support
   
   
4. Research and client-friendly materials to support client conversations

Choice and consistency come from applying the same clear investment approach across different investment strategies and services. Vanguard offers a clearly defined range of MPS and multi‑asset solutions designed to meet a wide spectrum of client needs, underpinned by a consistent investment philosophy to help advisers deliver confident advice.

Why investors trust Vanguard

Investing across markets is complex, requiring not only quality assets but the expertise to blend and manage them effectively. Without seasoned judgement, it’s easy to make mistakes or react impulsively when challenges arise. Vanguard’s approach to multi‑asset investing is designed to apply structure and discipline to portfolio construction, ensuring each strategy is built and managed with care from the start.

By expertly combining asset classes to ensure high diversification, Vanguard offers advisers a robust approach to balancing risk and return in line with client objectives. This long‑term, evidence‑based philosophy has contributed to the trust many investors place in Vanguard, with more than £1 trillion³ invested across our multi-asset solutions globally.

Our scale and reputation as a leader in multi-asset solutions may offer additional reassurance to advisers considering either our LifeStrategy or BlendedLife MPS.

Helping advisers deliver more value to investors

We began our journey in multi-asset investing in 1994 and we’ve been honing our capabilities ever since.

Our long‑term focus continues to shape how we support the advice community today, and we’re grateful for the trust placed in us reflected in adviser feedback, including Vanguard’s recent Defaqto Gold Service Rating for our LifeStrategy MPS⁴. Join the thousands of UK advice firms that have entrusted more than £45bn⁵ to Vanguard’s multi-asset solutions.

Contact your local Vanguard Relationship Manager or explore our model portfolio service.

¹ The Vanguard Advice Survey: Client Connect, September 2025.

² Costa, P., Martino, M., de la Fuenta, M., The emotional and time value of advice (June 2025).

³ Source: Vanguard. Data as of 31 March 2026.

⁴ Defaqto Gold Service Rating for Vanguard LifeStrategy MPS awarded in February 2026. The rating compares the historical performance of the Vanguard LifeStrategy Fund range against the peer group of 158 Fund Families that Defaqto rate.

⁵ Data as of 31 March 2026. Monetary figures are in GBP.