Financial Articles

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

What our clients say

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 and access to the best investment strategies. We can ensure you feel confident in your investments, so you can get on with enjoying life. Our team have the knowledge, skills and expertise to help you make the most of your money.

Whether you're looking to update your investments or maintain your risk profile, Estate Capital Financial Management offer expert advice on everything from increasing efficiency and updating fund selections to reflect the prevailing conditions.

Our financial advisers have a wealth of experience in investment planning and can help you be more prudent with your wealth.

This includes our nine model investment strategies to help medium to long-term investors. Praised for our 'sound knowledge' and 'specialist support', we're ideal for anybody looking for independent, unbiased advice. Our chartered financial advisers work with clients all over the UK and have a 15-year track record of outperforming national benchmarks.

We can also offer investment outlooks to help you understand the rationale behind our selections, with our team offering regular reviews to test asset allocations.

When you choose our services, you'll be benefitting from a personal, trusted adviser.
Discover more reasons to choose our investment advice 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

£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.