Seeking Investment Advice

We are committed to providing professional unbiased advice. We remain completely independent from any bank, building society, insurance company or investment house.

Knowledge, Trust and Understanding

As a client you expect the highest standard of professionalism from your adviser. That means integrity and discretion. You have the right to demand a full understanding of your affairs and imaginative solutions. That’s what we offer and what marks us out from the crowded market place in which we work.

We operate on a strict “Know your Client” and “Best Advice” basis. Before we make any recommendations we seek to understand all of the relevant facts that make you unique. We provide a full “Suitability of Advice” letter for each and every transaction detailing all advice provided.

Estate Capital Financial Management is built upon the experience, knowledge and dedication of its directors and staff. Not surprisingly therefore, Estate Capital is trusted by many of Swansea’s largest and most established firms of accountants and solicitors. We are regularly invited by them to advise on financial matters.

Estate Capital Financial management is a recognised investment advisor by the The Public Guardianship Office.

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