Vanguard has launched its targeted support service, aimed at helping people take their first step into investing.
The service is available through Vanguard's online UK Personal Investor platform as of yesterday (27 July) and provides first-time investors with guidance and investment recommendations, at no additional cost. Clients are guided through a small number of questions to get a picture of their individual circumstances. This includes their investment goal, time horizon (or age and expected retirement age for pensions), and their attitude to risk (for ISA investments). Based on these answers, the service identifies the most suitable account type, whether that's an ISA for general inve...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
