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 our Founder, Clive Russell, founded Bancroft.
With decades of personal experience as a wealth manager he was hearing from more and more investors frustrated at the fact on-going fees were dampening their returns.
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.
Clive : “I want to offer savvy investors another option – the same quality wealth management advice but not with the percentage fees that penalise higher value investments.”
Our team includes 15 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 an equal number of qualified support staff to ensure that we provide a quality service to meet your needs.
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 our Founder, Clive Russell, founded Bancroft.
With decades of personal experience as a wealth manager he was hearing from more and more investors frustrated at the fact on-going fees were dampening their returns.
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.
Clive : “I want to offer savvy investors another option – the same quality wealth management advice but not with the percentage fees that penalise higher value investments.”
Our team includes 15 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 an equal number of qualified support staff to ensure that we provide a quality service to meet your needs.
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).
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).
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.
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.
