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As featured in
As featured in
Typically, financial advisers charge an ongoing fee based on a percentage of your wealth, with the average ongoing advice charge around 0.83% per year. However, what may appear to be relatively small percentages can amount to thousands — or even tens of thousands — of pounds in fees every year, with an even greater compounded effect over time.
At Bancroft Wealth, we believe there is a better way. We provide in-depth, high-quality wealth management for a fair fixed fee. Our charges are based on the complexity of the advice and work involved — not the size of your portfolio.
We offer a fully comprehensive financial planning and wealth management service comparable to any of the UK’s leading wealth management firms, covering everything from retirement planning to inheritance tax mitigation. Our advisers are fully qualified, with many holding — or working towards — Chartered status.
As an independent, whole-of-market firm, we are free to work with all major platforms, funds, and providers, enabling us to deliver truly impartial advice tailored to your needs.
Our innovative approach has attracted national press coverage, with features in publications including The Sunday Times, Financial Times, Daily Mail, and Saga Magazine. We have also won awards including MoneyAge wealth management firm of the year.
Typically, financial advisers charge an ongoing fee based on a percentage of your wealth, with the average ongoing advice charge around 0.83% per year. However, what may appear to be relatively small percentages can amount to thousands — or even tens of thousands — of pounds in fees every year, with an even greater compounded effect over time.
At Bancroft Wealth, we believe there is a better way. We provide in-depth, high-quality wealth management for a fair fixed fee. Our charges are based on the complexity of the advice and work involved — not the size of your portfolio.
We offer a fully comprehensive financial planning and wealth management service comparable to any of the UK’s leading wealth management firms, covering everything from retirement planning to inheritance tax mitigation. Our advisers are fully qualified, with many holding — or working towards — Chartered status.
As an independent, whole-of-market firm, we are free to work with all major platforms, funds, and providers, enabling us to deliver truly impartial advice tailored to your needs.
Our innovative approach has attracted national press coverage, with features in publications including The Sunday Times, Financial Times, Daily Mail, and Saga Magazine. We have also won awards including MoneyAge wealth management firm of the year.
David Jones invests £500,000 for 10 years, achieving a 5% growth rate.
Another adviser quoted him a 3% upfront fee and 1% on-going advice fee. After 10 years he would have paid his adviser over £60,000 in advice fees and his investment would have grown by £223,053.
With a typical Bancroft charge of £2,000 initial and £1,000 ongoing, he would pay just £12,000 to his adviser and his pot would grow by £304,034.
David Jones invests £500,000 for 10 years, achieving a 5% growth rate.
Another adviser quoted him a 3% upfront fee and 1% on-going advice fee. After 10 years he would have paid his adviser over £60,000 in advice fees and his investment would have grown by £223,053.
With a typical Bancroft charge of £2,000 initial and £1,000 ongoing, he would pay just £12,000 to his adviser and his pot would grow by £304,034.
Unlike some other low fee firms, we offer a complete portfolio management service taking into account all of your policies and your tax position.
Our advisers are all highly experienced and qualified, and we are working towards Chartered status as a firm. We can therefore deal with the most complex advice issues.
Just like with any wealth management company, you will have a dedicated adviser and their full details should you need to contact them.
We have a simple charging system based on the complexity of the advice. Fees start at £500 per person, per year. All fees will be agreed with you in advance of any work commencing.
A 1 per cent charge does not sound like very much but that drip, drip, drip out of the bottom of the pot is destroying clients’ wealth.
Avoid fees which are based on a percentage of your capital as these quickly build up over time to eat up a large slice of investment returns and bear no relation to the value delivered.
You need a wealth manager which will achieve robust returns on your investments and also one where those returns are not eroded by fees that are too high.
We will not use this information for marketing purposes, or pass your details to any third party.
As an alternative to using the contact form, email us at enquiries@bancroftwealth.co.uk and let us know how we can assist you.
We are also available Monday-Friday, 9-5 at our head office, please call 01495 78 11 88.
We will not use this information for marketing purposes, or pass your details to any third party.
As an alternative to using the contact form, email us at enquiries@bancroftwealth.co.uk and let us know how we can assist you.
We are also available Monday-Friday, 9-5 at our head office, please call 01495 78 11 88.
