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Flat Fee Wealth Management

Fairer Fees, Greater Returns.

Flat Fee Wealth Management

Fairer Fees, Greater Returns.

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As featured in

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Greater returns with Bancroft

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 – in depth, quality wealth management for a low fixed fee. Lower charges mean investors can achieve greater returns even with the exact same funds offered elsewhere.

Greater returns with Bancroft

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 – in depth, quality wealth management for a low fixed fee. Lower charges mean investors can achieve greater returns even with the exact same funds offered elsewhere.

How our example investor makes an additional £36,000 over 5 years

David Jones invest £500,000 for 5 years with an average 4.5% growth rate and typical platform management fees of 0.83%. 

With the average adviser (3% upfront and 0.75% on-going), he would pay £33,750 to his advisor over the 5 year period and his pot would grow by £60,000.

With Bancroft’s core service (£500 each year), he would pay just £2,500 to his adviser and his pot would grow by £96,000.

Bancroft Wealth greater returns on your investments

How our example investor makes an additional £36,000 over 5 years

David Jones invest £500,000 for 5 years with an average 4.5% growth rate and typical platform management fees of 0.83%. 

With the average adviser (3% upfront and 0.75% on-going), he would pay £33,750 to his advisor over the 5 year period and his pot would grow by £60,000.

With Bancroft’s core service (£500 each year), he would pay just £2,500 to his adviser and his pot would grow by £96,000.

Our Comprehensive Wealth Management Service Includes

Full financial planning

Policy implementation

Tax & succession planning

Portfolio management & reviews

Rebalancing & fund switches

Our Comprehensive Wealth Management Service Includes

Full financial planning

Policy implementation

Tax & succession planning

Rebalancing & fund switches

Try Our Savings Calculator

Input your current investment values, upfront adviser fees, and ongoing fees to find out how much you could save with Bancroft's core £500 service

Quality Wealth Management

1.

Comprehensive service

Unlike some other low fee firms, we offer a complete portfolio management service taking into account all of your policies and your tax position.

2.

Complex advice

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.

3.

Personal Adviser

Just like with any wealth management company, you will have a dedicated adviser and their full details should you need to contact them.

4.

Fee transparency

We have a simple, 2 tier fee system. Our core portfolio management service is just £500 per person per year. For more complex cases, we charge £1,000 per year.

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What the media are saying about percentage fees

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.

Money Marketing

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.

Financial Times

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.

Citywire

Contact Us

    white site icon

    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.

    Contact Us

      white site icon

      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.