What our clients say

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service

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What our clients say about our clear financial advice and on-going service.

What our clients say about our wise investment advice and on-going service.

What our clients say about our helpful pension advice and on-going service.

£330M

Under Management

98%

Client Satisfaction

927

Happy Clients

6640

Active Plans

Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 927 loyal clients, a client retention rate of 98.7% and more than £330 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.

Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763