Company Email Format Management

Bancroft Wealth

Financial Services Tredegar, Blaenau Gwent, United Kingdom 5 employees

Employees: 5
Contacts: 2
Emails: 2

bancroftwealth.co.uk LinkedIn

Bancroft Wealth Overview

Headquarters: Tredegar, Blaenau Gwent, United Kingdom
Website: bancroftwealth.co.uk
Industry: Financial Services
Employees: 5
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fairer Fees

About 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.

Bancroft Wealth Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Bancroft Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sophie Bowe	Chartered Financial Planner and Director		View
Steve B.	Director @ Bowe Design Ltd	Greater Leeds Area, United Kingdom	View
Keir Ashman	Financial Planner at Bancroft Wealth	Bristol, England, United Kingdom	Email
James Addison	Chartered Mcsi - Financial Planner	London, England, United Kingdom	Email