The value of giving investors personalised advice

Dec 31, 2023

The emotional value of advice

Here, we draw on Vanguard’s more than 20 years of research on the emotional value of advice and explore how financial advisers add value.

Dec 31, 2023

8 min

The value of personalised advice

The question “What is the true value of financial advice?” is of huge importance to financial advisers. In this article, we will look at five key points.

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Important information

This article is directed at professional investors and should not be distributed to, or relied upon by retail investors.

This article is designed for use by, and is directed only at persons resident in the UK.

The information contained in this article is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this article does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.

The information contained in this article is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.