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Are You Seeking Independent Financial Advice?

When seeking financial advice, it's best to use an independent company that will be completely impartial and unbiased.

Whether you're looking for professional advice on pensions or family protection insurance, Estate Capital Financial Advice are always working in your best interests, never to promote the interests of a third party.

You can rest-assured we are completely independent of any bank, building society or investment management.

With our independent financial advice, you can make the best decisions for you and your family's future.

We have a dedicated team of independent financial advisers, market analysts, researchers, investment managers and technical administrators who are ready to provide the most relevant financial advice. Estate Capital Financial Management can help you prosper in even the most unpredictable times, helping you build towards your future financial security and safeguarding your current assets.

Our financial advice is always clear, impartial and tailored to your unique requirements. We avoid using unnecessary jargon and always offer professional advice on what best benefits your circumstances.

You'll be benefiting from independent advice from a team with many years of experience. We are proud to be one of the companies on the FT Adviser Top 100 Financial Advisers list for 2018.

Why not arrange an initial meeting today? We look forward to meeting you

If you need independent financial advice, simply get in touch 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
Robin Burden

Robin Burden

Chartered Financial Planner View Profile

Robin Burden

Chartered Financial Planner

£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