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.

Image
Chris Davies

Chartered Financial Adviser

Image
Phil Johnson

Independent Financial Adviser

Estate Capital makes FT Adviser Top 100 Financial Advisers list for 2018

Top 100 Financial Advisers 2018

We are delighted to announce that Estate Capital has made 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. The list is, as expected dominated by large national corporations including stockbrokers, wealth management divisions of banks and insurance companies. Estate Capital making the list is quite an achievement.

The list takes into consideration investment strategies, new business levels, client satisfaction and how highly qualified the advisers are. Estate Capital was the only Welsh business to make the list.

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

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
Christine Lagarde, President of the IMF

Fund managers have continued to downgrade forecasts for global growth. The end of Q3 consensus forecasts for 2018 has been reduced to 3.2% from 3.4% in Q2 and for 2019 down to 3% from 3.2%.

Read More

Collectively our portfolios outperformed their respective benchmarks on 50 out of 52 occasions

We have been saying for the past six months that the blending and selection of investments for our Investment Portfolios has been challenging with so many global factors conspiring to impact both s...

Read More

Donald Trump speaks in New York

The exponential growth in China’s economy over the past forty years has brought hundreds of millions of Chinese citizens out of poverty and advanced the Chinese people’s standard of living and pers...

Read More

President Donald Trump and Jerome Powell

In early October, the Federal Reserve Chairman Jerome Powell expressed his delight that the US economy was going very well by saying, ‘We are enjoying a remarkable set of economic circumstances’.

Read More

Italian Prime Minister Giuseppe Conte

In terms of the scale of public debt, Italy has been the elephant in Europe’s room for a long time. The Italian national debt is now €2.5tn which is 132% of Italy’s GDP and making Italy highly vuln...

Read More

Khalid A. Al-Falih Minister of Energy

The US administration’s sanctions against Iranian oil exports came into force on the 4th November. This includes sanctions on corporations buying Iranian oil or trading with their central bank.

Read More