Financial Articles

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

What our clients say

Specialists in Informed Financial Planning

Need help meeting your financial objectives in 2019? Are you worried about protecting your business in case of a no deal Brexit?

Because of Brexit, we live in an unpredictable economy and high levels of uncertainty are creating problems for businesses all over the UK. With the cost of living higher than ever, we all want to protect our wealth for our children, but this might seem harder than ever.

Estate Capital Financial Management can help you make the most well-informed decisions so you make better planning for your financial future. Our Chartered Financial Planners offer a wide range of services including wealth management, pension advice, estate planning and much more.

The most relevant advice for your unique needs.

We can deliver bespoke financial planning that fulfils your unique objectives and expectations. Our team with a diverse range of clients including high net clients who want to achieve the best return on their investments.

Whatever your current circumstances, Estate Capital Finance will work with you to create a long-term plan which gives you the freedom to enjoy your life.

We pride ourselves on offering advice which is clear, well-informed and offers complete peace of mind. Since all our Chartered Financial Planners are completely independent, our advice is guaranteed to be completely impartial.

If you need experts in financial planning, simply contact our team 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
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