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Expert Advice from Chartered Financial Planners

Looking for a Chartered Financial Planner for expert assistance and support?

With the chances of a no deal Brexit growing every day, many people are worried about protecting their assets in the wake of a falling pound.

This is especially true after sterling hit its lowest rate since 2017 this week: the pound was worth only 85 euros this week, hitting many travellers hard at UK airports. It has also hit a 28-month low against the US dollar.

Do you want to have better control over your financial future? Or are you seeking expert help to protect your wealth in times of economic turbulence?

Estate Capital Financial Management are true experts when it comes to coordinating assets, growing capital and increasing your capital. Our initial client meetings are completely free and have no obligations, making them a great way to find out whether we're right for you.

Our Chartered Financial Planners deliver a wide range of services to help you fulfil your objectives, expectations and responsibilities. Many of our clients come to us through other customers who have been satisfied with our service.

Whether you're seeking help with pensions, estate planning, family protection or wealth management, our team are keen to help.

If you're looking for professional help, why not discover more about Estate Capital Financial Management 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