Financial Articles

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

What our clients say

Searching for a Chartered Wealth Planner?

When seeking financial advice, it's best to choose a Financial Planner who is approved by the Chartered Insurance Institute (CII): this means they will have achieved the highest level of professional attainment and have ongoing professional development, knowledge and code of ethics.

Estate Capital Financial Management have chartered wealth planners who can provide personal and trusted advice. We pride ourselves on providing first-class financial advice, which is unbiased and independent, with an experienced team of market analysts, researchers and technical administrators supporting us.

When it comes to wealth management, we can help coordinate your investments, grow capital and increase your income.

Our Chartered Financial Planners can help you plan for the future so that you make the most of your wealth and can enjoy the present with greater peace of mind. Described as 'streets ahead of other financial advisers', we take great care to understand your individual circumstances and hopes.

Whether you're worried how Brexit will affect your business or need assistance with estate planning, we provide a wide range of services to help you build your wealth. With over 30 years of professional experience, you'll have advisers who are trusted, well-established and respected.

If you're looking for Chartered Financial Advisers for wealth management, why not check out our company brochure?

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