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Are You Looking for Experts in Wealth Management?

Want to make better informed financial decisions in 2019? Do you want to protect and grow your wealth so your family is secure in the future?

Estate Capital Financial Management offers a range of services related to wealth management, including those designed to promote your building investments and take care of your investment portfolios.

We also offer discretionary investment management for those who need an alternative investment strategy.

Whatever your circumstances, we are dedicated to helping you to co-ordinate your investments, grow your capital, and increase your income in the years ahead. Our experts can help with a wide range of issues related to wealth management so whether you're looking to maximise returns with an acceptable level of risk, or make the most of your trust assets, the chances are we can help.

Our Chartered Financial Planners are renowned for their expertise and have helped clients all over the UK to create bespoke wealth management plans.

We will always take the time to understand your unique requirements and provide a thorough assessment of your circumstances. For example, we appreciate that when your priorities change, your financial arrangements will need to be tailored accordingly.

With our personal and trusted advisers, your wealth management will be in safe hands. For more information, simply get in touch with our team today.

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.