Chartered Financial Planners
01792 477 763

Welcome to Estate Capital, Chartered & Independent Financial Advisers

Led by chartered financial advisers and supported by a team of 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 99.4% and more than £140 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.

Our chartered and independent financial advisers make the time to truly understand our clients’ circumstances, and we take great pride in the relevance of the advice that we provide.

Financial Advice

Make better-informed financial decisions that work for you.

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Pension Advice

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

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Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

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Why choose Estate Capital Financial Management?

We are Chartered Financial Advisers

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, four 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.

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Chris Davies

Chartered Financial Adviser

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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.

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