Financial Articles

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

What our clients say

Why Use an Independent Financial Adviser?

Could you benefit from your own personal Financial Adviser? Are you seeking unbiased independent advice in the UK?

A good financial adviser can do wonders for your bank account; however, it's important to choose wisely when choosing this type of service. In particular, if you're looking to use an adviser, it's always best to make sure they're independent.

When you use an independent financial adviser, you can have products tailored to your needs rather than those in a third party's interests.

Estate Capital Financial Management provide this kind of advice to hundreds of clients and have over £215 million assets overseen by our team. We can provide independent advice on all kinds of financial products, from pensions and mortgages to investment portfolios.

Creating a financial plan that works for you.

Praised for our sound knowledge, straight-forward advice and specialist support, Estate Capital Financial Management can help you make informed decisions. Our advice is well-balanced, relevant and well-considered, with our Independent Financial Advisers always taking into account your individual circumstances. When offering advice, we look to understand your ambitions, hopes, dreams and fears.

We cover everything from pensions and retirement planning, wealth management and investment management to financial advice that always has fair and transparent fees.

Why not read more about our independent financial advice?

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

£215M

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 £215 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.