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 £215 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.

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.

Chris Davies

Chartered Financial Adviser

Phil Johnson

Independent Financial Adviser

Financial Advice

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

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Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

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Estate Planning

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

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Pension Advice

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

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The Estate Capital Brochure & Financial Guides

Download our free company brochure

An Introduction to Estate Capital

Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.

Company Brochure
Download our free guide to retirement planning

A Guide to Retirement Planning

Make better informed pension decisions that are right for you.

Guide to Retirement Planning
Download our free guide to retirement transfers

A Guide to Pension Transfers

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

Guide to Pension Transfers
Download our free guide to estate planning

A Guide to Estate Planning

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

Guide to Estate Planning
Download our free guide to investment management

A Guide to Investment Management

Maximise your returns with a level of risk you’re entirely comfortable with.

Guide to Investment Management
Download our free guide to family and business protection

A Guide to Family & Business Protection

Ensure your financial security for when you might need it most.

Guide to Family & Business Protection

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
German Chancellor Angela Merkel and British Prime Minister Theresa May

Our last blog post and newsletter entitled ‘A Soft Affair’ was written soon after Prime Minister Teresa May published her governments negotiating position with the EU over Brexit. Since the publication of the so called ‘Chequers Agreement’ there has been much praise and criticism from both sides of the Brexit divide.

A great frustration for many interested parties is that our media coverage of Brexit has predominantly been delivered through the use of personality politics, concentrating on fundamental disagreements and has failed to inform the public on where the country is placed to adapt to major change or our ability to succeed. Many see the Chequers Agreement as an evolutionary approach to Brexit, one that could get through parliament while others will see it as a betrayal of Brexit with many unattractive restrictions placed upon the UK.

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President Donald Trump and Prime Minister Theresa May

With the publication of the government’s white paper - The plan for the UK’s Brexit, it now seems almost inevitable that there will not be a substantial break away from the EU when Brexit formally ...

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Our eight portfolios outperformed their respective national benchmarks on 47 out of 50 occasions

This edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. We have taken into consideration global inflation, interest rate rises, US tax...

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Jerome Powell Chair of the Federal Reserve

2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. The combination of both low inflation and low interest rates h...

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