Led by chartered financial planners and supported by a team of independent financial advisers, market analysts, researchers, investment managers and technical administrators – Estate Capital is structured to provide the most relevant financial advice to a broad range of private and corporate clients.
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 our clients achieve their financial objectives.
With a client retention rate of 98.7% and more than £215 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.
We are Chartered Financial Planners
The kite mark of professional competence is the respected status of a Chartered Insurance Institute (CII) Chartered Financial Planner. This level of professional attainment requires significant study and application. Clients can be reassured by the on-going professional development, knowledge and code of ethics that stands behind being a CII Chartered Financial Planner.
We provide Independent Financial Advice
It is wholly consistent for a Chartered Financial Advisers to also hold the status of being an Independent Financial Adviser. We are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company or investment manager.
Continuing Professional Development (CPD)
Professional knowledge is often demonstrated through academic success. Within the Estate Capital Team we have one Professor of Finance, one Master's Degree in Financial Forecasting, six Batchelor of Science or Arts graduates, one CII Chartered Financial Planner and three CII Diploma's in Financial Planning. We advance this knowledge through Continuing Professional Development (CPD) to keep us up to date and informed.
Chartered Financial Adviser
Independent Financial Adviser
The Estate Capital Brochure & Financial Guides
An Introduction to Estate Capital
Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.Company Brochure
A Guide to Retirement Planning
Make better informed pension decisions that are right for you.Guide to Retirement Planning
A Guide to Pension Transfers
Have confidence in your pension and peace-of-mind to enjoy life now.Guide to Pension Transfers
A Guide to Estate Planning
Help your children inherit more and give them the best future possible.Guide to Estate Planning
Need Financial Advice
If you would like to discuss any financial issues, we would be pleased to answer any questions you may have.
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The accumulation of property and assets.
All the money and assets owned by an individual.
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Wealth in the form of money or other assets owned by a person or organisation.
The employment of money in the production of greater wealth.
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Aiding the growth and accumulation of personal and family wealth and its transfer through the generations.