Financial Articles

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

What our clients say
  • Home
  • Articles
  • Seeking Specialists in Chartered Financial Planning?

Seeking Specialists in Chartered Financial Planning?

Do you want to make better informed financial decisions in 2019?

Estate Capital Financial Management work with a diverse range of clients to make sure they're financially prepared for the future. We offer chartered financial planning that helps you take control of your objectives, whether you wish to protect your savings for your children, co-ordinate your investments or protect your business.

We want you to consider our Financial Planners as your own personal advisers, always there to provide independent, clear and concise advice you can trust. Described as 'streets ahead' by one client and as specialists 'who can look after you' by another, we pride ourselves on our personalised service, extensive knowledge and commitment to supporting our clients.

Build and benefit from better financial security.

No matter if you're planning for your retirement and need pension advice or want to fund a good education for your children, we help people from all walks of life to make the most of their wealth. Our team will never use unnecessary jargon and will work together with you to achieve your financial aims.

We even offer a free initial consultation so you can decide whether we're the right company for you.

If you need chartered financial planning, discover more about Estate Capital Finance 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.