Sound knowledge
Paul McAdam
They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Call us on 01792 477763
Welcome to
Estate Capital
At Estate Capital Financial Management we focus our advice on creating bespoke financial planning that helps you fulfil your objectives, expectations and responsibilities.
By aligning your current circumstances to your objectives, our financial advisers will work with you to create a long-term plan that can give you the financial freedom to enjoy life to the full.
- Initial consulation free of charge or obligation
- Clear and transparent advice process
- Make better-informed financial decisions
- Established, trusted and resourceful
We work with a diverse range of private clients; from individuals seeking reassurance that they’re financially prepared for their future, to high net worth clients seeking to maximise the returns of each of their investments.
All of our clients benefit from a clear understanding of the options available, regular reviews with our advisers and the on-going support from our entire team – our purpose is to help you achieve your financial objectives.
Clear Financial Advice
Make better-informed financial decisions that are right for you
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Helpful Pension Advice
Have confidence in your pension and peace-of-mind to enjoy life now
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Estate Planning
Help your children inherit more and give them the best future possible
Find Out MoreWhy choose Estate Capital ?
Client Focused
We are chartered, established and client focused. We are well qualified and conduct all research in house rather than rely on third parties. This approach gives us knowledge and understanding.
Relevant Advice
Our advice is relevant, considered and reviewed. It is important that your attitude to risk and tolerance of loss are regularly assessed to ensure that they remain aligned with your objectives.
Trust and Integrity
Trust and integrity are at the heart of what we do. Without these fundamental ingredients, no business can flourish. We put our clients’ interests at the forefront of our considerations at all times.
Quality Service
Financial planning is not a one-off event, it is lifelong. We therefore provide a highly valued, regular and on-going face to face advice and management service to our clients.
2018
2023
Estate Capital has entered the FT Adviser Top 100 Financial Advisers list for both 2018 and 2023. This list sets out to showcase some of the best financial advisers in the UK.
Passive Portfolios
A risk rated portfolio of equity and bond index tracking funds focused on capital growth at very low cost.
Find Out MoreGrowth Portfolios
A risk rated portfolio of passive and active funds focused upon capital growth at low cost.
Find Out MoreDrawdown Portfolios
A risk rated portfolio designed to grow and protect asset values by smoothing long-term returns.
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Chris Davies and Robin Burden are both qualified as a Chartered Insurance Institute (CII) Chartered Financial Planners. This is the gold standard of financial advice qualification. Still today less than 10% of all professional financial Advisers in Wales hold this level of qualification. Estate Capital has two. We have four other members of our current staff working towards this qualification.
We are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company, investment company or fund manager. Our sister company Crossing Point Investment Managers is also independent from any bank, building society, insurance company, investment company or fund manager.
Estate Capital has achieved the Cyber Essentials Accreditation. Guarding against the most common cyber threats and demonstrating our commitment to cyber security.
Sound knowledge
Straightforward advice
Martin Rees
What really helped was having Phil explain things to me in great detail, without the jargon, which enabled me to make an informed decision. He made everything seem straightforward.
Specialist support
Anthony Rotondo
If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.
£330M
Under Management
98%
Client Satisfaction
927
Happy Clients
6640
Active Plans
Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 927 loyal clients, a client retention rate of 98.7% and more than £330 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.
Financial News & Investment Views from our blog | Read More
07 November 2024
Budget Summary
The 30th of October Autumn Budget delivered several key announcements that will affect the financial services industry.
Read more...
About Estate Capital
Financial Services
Our Contacts
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763