What our clients say

We recently invited a few of our clients to share their own experiences of working with us so that you can see how our advice works in practice.

What our clients say
Pension Transfer

Straightforward advice
Martin Rees

What really helped was having Phil explain things to me in great detail, without the jargon, which enabled me to make an informed decision. He made everything seem straightforward.
Investment Advice

Someone you can trust
Elizabeth Roberts

It’s Chris’s personal approach that makes all the difference to me, it makes such a difference having someone you can trust. When my husband died, I was very fragile, and Chris understood that.
Pension Advice

The personal touch
Tony and Paula Williams

Chris has the personal touch - he’s very approachable, down-to-earth and you don’t feel intimidated, if we’ve got a question, he’s always at the end of the phone.
Investment Advice

Specialist support
Anthony Rotondo

If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.
Pension Advice

A feeling of control
James Thompson

Chris never pushes you in any particular direction. You end up making the decisions yourself, but doing it based on real numbers for each option.
Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.

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.

© Estate Capital 2014 - 2019. Registered in Wales No. 4688919. Authorised and regulated by the Financial Conduct Authority.