Welcome to Estate Capital, Independent Chartered Financial Planners

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 £200 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.

Financial Advice

Make better-informed financial decisions that are right for you.

Find Out More
Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

Find Out More
Estate Planning

Help your children inherit more and give them the best future possible.

Find Out More
Pension Advice

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

Find Out More

Why choose Estate Capital Financial Management?

Chartered Financial Planner Accreditation

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.

Independent Financial Adviser Accreditation

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.

Independent Financial Adviser Accreditation

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.

Image
Chris Davies

Chartered Financial Adviser

Image
Phil Johnson

Independent Financial Adviser

Need Financial Advice

If you would like to discuss any financial issues, we would be pleased to answer any questions you may have.

Financial News & Investment Views from our blog | View More
Jerome Powell Chair of the Federal Reserve

Investor sentiment had been extremely optimistic in recent months and markets have been overbought, but that is now no longer the case. After last weeks near-4% decline, the S&P 500 is now official...

Read More

London city skyline UK

At the beginning of the year we were uncertain about the impact of Brexit, Donald Trump’s presidency and a number of European elections. Throughout this year of change, market volatility has remain...

Read More

Busy trading floor of the New York Stock Exchange

The debate as to whether we are coming to an end of the long running bull market is raging. The US economic improvement has run for longer than the average post war upturn.

Read More