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What our clients say

Looking for Pension Advice You Can Trust?

You work hard all your life and deserve to make the most of your retirement. Nobody wants to spend those years worrying about their finances.

Estate Capital Financial Management can offer expert pension advice so you can have complete peace of mind for the future and enjoy life in the present.

According to the Financial Times, a city watchdog has warned yet again that thousands of customers are being wrongly advised when it comes to pensions. In particular, advice on pension transfers has been 'not of an acceptable standard'.

Our professional advice is completely unbiased and we can provide information on pensions for people at any stage in life.

It's our job to help you make the most well-informed decisions. Estate Capital Financial Management will never push you in a single direction, but simply provide clarity on your best options available to you.

Our financial advisers have extensive experience assisting clients with pensions and can maximise your returns while reducing levels of risk. We can provide advice on everything from tax-free growth and multi-generational inheritance tax-free assets, to tax relief on pension contributions.

Whether you're looking for advice on personal or workplace pensions, our team cover all types of pension scheme.

Why not check out our Guide to Retirement Planning 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.