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Bancroft Wealth

As adviser fees are taken out of investment returns, the greater the fees the greater the negative impact on growth. What can seem at first like relatively small percentages can equate to thousands in fees every single year, and an even greater compounded effect on long-term growth. Whilst robo advice companies have entered the market to reduce fees, they only offer restricted, non-personalised advice which itself can dampen returns. We want to offer something different – traditional, personal, in-depth wealth management but with efficiencies that mean we can offer an all-in flat fee of just £500 a year. This means investors can achieve greater returns even with the exact same funds offered elsewhere.

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HeadquartersTredegar, United KingdomEmployees6(11 to 50)Websitebancroftwealth.co.ukLinkedIn profileLinkedIn

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11 to 50 range

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Top roles at Bancroft Wealth

5 distinct titles indexed · top 5 shown.

  • 1business development manager
  • 1client services manager
  • 1financial planner
  • 1independent financial planner
  • 1paraplanner

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