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About Us

Bancroft Wealth is disrupting the traditional wealth management industry.

Our Story

The aim of any wealth management company should be to help investors make the best possible returns from their money – however, with percentage fees that isn’t always the case. That’s exactly why Bancroft was founded – in the knowledge that there would be a market for high quality, flat fee advice he got together with a number of other experienced wealth advisors to bring the idea to market. 

Our team includes fully FCA registered and regulated Independent Financial Advisers that are able to offer a comprehensive wealth management service for private and corporate clients. In addition to the client facing staff Bancroft has qualified support staff to ensure that we provide a service to meet your needs.

Our Story

The aim of any wealth management company should be to help investors make the best possible returns from their money – however, with percentage fees that isn’t always the case. That’s exactly why Bancroft was founded – in the knowledge that there would be a market for high quality, flat fee advice he got together with a number of other experienced wealth advisors to bring the idea to market. 

Our team includes fully FCA registered and regulated Independent Financial Advisers that are able to offer a comprehensive wealth management service for private and corporate clients. In addition to the client facing staff Bancroft has qualified support staff to ensure that we provide a service to meet your needs.

How can we offer such
significantly lower fees?

In order to pass greater savings on to investors, we have created a number of efficiencies in the business. The greatest of these is to do away with face to face meetings, instead conducting factfinds and reviews over the phone and by email.

We have calculated the cost to us of providing the more efficient advice and management and found that our fees were commercially viable regardless of the portfolio size.

At our price point we still make a profit, and most importantly our clients see greater returns. With Bancroft, everybody wins (apart from the traditional players with unnecessarily large fees).

How can we offer such
significantly lower fees?

In order to pass greater savings on to investors, we have created a number of efficiencies in the business. The greatest of these is to do away with face to face meetings, instead conducting factfinds and reviews over the phone and by email.

We have calculated the cost to us of providing the more efficient advice and management and found that our fees were commercially viable regardless of the portfolio size.

At our price point we still make a profit, and most importantly our clients see greater returns. With Bancroft, everybody wins (apart from the traditional players with unnecessarily large fees).

Contact us

On receiving an enquiry we will arrange a preliminary discussion over the phone at a time to suit you. The purpose of this initial discussion is to try to establish whether we are able to assist with your needs and objectives. There is no charge for this preliminary discussion and no obligation on either side.

    Contact us

    On receiving an enquiry we will arrange a preliminary discussion over the phone at a time to suit you. The purpose of this initial discussion is to try to establish whether we are able to assist with your needs and objectives. There is no charge for this preliminary discussion and no obligation on either side.