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Searching for Leading Chartered Financial Consultants

Whether you're seeking professional advice on your investments or are investigating retirement plans, our Chartered Financial Consultants can help with a wide range of financial decisions.

People use Chartered Financial Consultants for lots of different reasons: this type of professional is considered the gold standard when it comes to financial planning, both in terms of ethics and professionalism, and their ultimate aim is to help you make the best possible decisions when it comes to your money.

You can discover more reasons clients use Chartered Financial Planners on our blog.

Estate Financial Management can connect clients with their own personal and trusted adviser to help them make informed decisions.

All our Financial Planners are chartered with the Chartered Insurance Institute (CII). This means when you seek our financial advice, you can be rest-assured we adhere to the highest standards of ethics and professionalism, along with investing in on-going development.

Estate Capital Finance is ideal if you're seeking Chartered Financial Consultants who can offer independent and therefore unbiased advice which is not influenced by any bank, building society, insurance company or investment manager. We are not an agent for any insurance companies but only here to serve you.

We are listed in the FT Top 100 Financial Advisor firms for 2018 and were proud to be the only Welsh firm which made the list.

Why not discover more about our Chartered Financial Consultants 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

ÂŁ215M

Under Management

98%

Client Satisfaction

840

Happy Clients

90

Years Experience

Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 840 loyal clients, a client retention rate of 98.7% and more than ÂŁ215 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.