The above information has been compiled from various sources. Vanguard Asset Management Ltd, produced a research paper Putting a value on your value: Quantifying Vanguard Adviser’s Alpha in the UK, (Westaway et al., 2014), which helped derive the values for more non-tangible benefits associated with working with a Financial Planner. The specific modules are referenced in the White Paper section of our website.
The investment growth rates have been provided by Dimensional Fund Advisors Ltd. from their Matrix Book. This is based on six risk adjusted Global Balanced Strategies portfolios. The Annualised Return has been used for each of the strategies between 1988-2018.
All performance results of the balanced strategies are based on performance of indices with model/backtested asset allocations; the performance was achieved with the benefit of hindsight; it does not represent actual investment strategies. There are limitations inherent in model allocations. In particular, model performance may not reflect the impact that economic and market factors may have had on the Planner’s decision making if the adviser were actually managing client money. Past performance is no guarantee of future results.
Westaway, P., Schlanger, T., Kinniry Jr, F., Jaconetti, C. and DiJoseph, M., 2014. Putting A Value On Your Value: Quantifying Vanguard Adviser’s Alpha In The UK. Vanguard Asset Management.
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We pride ourselves on the delivery of our Wealth Management review service. We create a Financial Plan for you and keep it in check by reviewing at least once a year. This is a detailed and interactive cash flow model of your overall assets, liabilities, income and expenditure both now and in the future based on agreed assumptions. We then establish your financial needs and objectives, as well as your hopes and dreams for the future and make sure you achieve them. We are available to support you throughout the year, to help with any issues that may arise.