Financial Articles

Here you can read recent articles about the work of our Chartered Independent Financial Advisors.

What our clients say
12 August 2019

Specialists in Informed Financial Planning

Need help meeting your financial objectives in 2019? Are you worried about protecting your business in case of a no deal Brexit? Because of Brexit, we live in an unpredictable economy and high leve...

Read more...
29 July 2019

Searching for a Chartered Wealth Planner?

When seeking financial advice, it's best to choose a Financial Planner who is approved by the Chartered Insurance Institute (CII): this means they will have achieved the highest level of profession...

Read more...
22 July 2019

Do you Need Expert Investment Advice?

Need professional help to maximize the returns on your investments? Do you want to have more confidence when investing your money? Estate Capital Financial Management provide choice, flexibility an...

Read more...
16 July 2019

Why Use an Independent Financial Adviser?

Could you benefit from your own personal Financial Adviser? Are you seeking unbiased independent advice in the UK? A good financial adviser can do wonders for your bank account; however, it's impor...

Read more...
03 July 2019

Need Personal Advice on Estate Planning?

Many people are concerned about what will happen to their estate after their death. Unfortunately, inheritance tax applies to all estates that have a value which exceeds the individual exemption al...

Read more...

Call 01792 477763 today or contact us and we'll arrange an initial meeting at no cost, to discuss your circumstances and explain how we can help you.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

£215M

Under Management

98%

Client Satisfaction

840

Happy Clients

90

Years Experience

Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 840 loyal clients, a client retention rate of 98.7% and more than £215 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.