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What our clients say

Need Personal Advice on Estate Planning?

Many people are concerned about what will happen to their estate after their death. Unfortunately, inheritance tax applies to all estates that have a value which exceeds the individual exemption allowance of £325,000. However, not all assets held within an estate are taxable, and some are exempt from inheritance tax.

Anybody who inherits an estate is liable to pay this type of tax. Our services at Estate Capital Financial Management include estate planning to help you make the most of your property.

Estate Capital Financial Management provide you with your own trusted Personal Financial Adviser to assist with estate planning, including issues related to inheritance tax.

Whether you're a landlord with a portfolio of properties or the proud owner of an estate, your properties are most probably your biggest assets. At Estate Capital Financial Management we can provide personal estate planning that ensures you make the most of your investment and protects your family in the future.

Why choose our personal financial planners?

Estate Capital Financial Management are a FT Adviser top firm with a client retention rate of 98.7%. We're dedicating to providing unbiased and reliable financial advice, including information on estate planning.

Our personal financial advisers can ensure you have confidence in your investments and complete peace of mind, no matter the market conditions.

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.