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

Clear Financial Advice

Make better-informed financial decisions that are right for you

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Pension Advice

Helpful Pension Advice

Have confidence in your pension and peace-of-mind to enjoy life now

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Wise Investment Advice

Wise Investment Advice

Make better-informed investment decisions that work for you

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Pension Transfer Advice

Pension Transfer Guidance

Understand your options, take control and achieve your objectives

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Why 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.

Top 100 Financial Advisers 2018

Estate Capital is listed in the FT Adviser Top 100 Financial Adviser firms in the UK for 2018

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Estate Capital entered the FT Adviser Top 100 Financial Advisers list for 2018. This list sets out to showcase some of the best financial advisers in the UK. Estate Capital was the only Welsh IFA firm to make the list.

Chartered Financial Planner Logo

The CII's title Chartered Financial Planner is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom.

Chartered Financial Planner Logo

Estate Capital has been granted the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Pension Transfer Gold Status. Helping you recognise good practice, ethical and professional standards when seeking financial advice on pension transfers.

Client Story - Investment Advice

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.
Client Story - Pension Transfer

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.
Client Story - Investment Advice

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.

£215M

Under Management

98%

Client Satisfaction

840

Happy Clients

90

Years Experience

Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 840 loyal clients, a client retention rate of 98.7% and more than £215 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

Federal Reserve Building, Washington DC, USA.
05 December 2019

The Fed is now much more supportive

It is easy for investors to be concerned about the state of the world at the moment. Climate change is impacting our lives with increasing frequency. We have witnessed severe flooding in South York...

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12th annual Charity Croquet Tournament
30 July 2019

12th Annual Croquet Tournament 2019

Estate Capital held their 12th annual Charity Croquet Tournament on Friday 6th July. The event was hosted by Lord Mayor Cllr Peter Black and held for the second time at the Lord Mayors Mansion Hous...

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