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About Estate Capital

We want every client to consider Estate Capital to be their very own personal and trusted adviser.

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Independent Advice you can trust.

We look after the life savings of many hundreds of people, who rely upon our knowledge, research and expertise to better their future. We take this responsibility very seriously and have built, over several decades, a reputation of trust, understanding and beneficial guidance.

Our detailed research, bespoke advice and year-round support is focused on delivering a first-class personal financial planning service.

We are Chartered Financial Planners

Chartered Financial Planner Accreditation

The kite mark of professional competence is the respected status of a Chartered Insurance Institute (CII) Chartered Financial Planner. This level of professional attainment requires significant study and application. Clients can be reassured by the on-going professional development, knowledge and code of ethics that stands behind being a CII Chartered Financial Planner.

We provide Independent Financial Advice

Independent Financial Adviser Accreditation

It is wholly consistent for a Chartered Financial Adviser to also hold the status of being an Independent Financial Adviser. We are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company or investment manager.

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.
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.
Download our free company brochure

An Introduction to Estate Capital

Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.

Introduction to Estate Capital

Financial Guides

Please read the many free financial guides we have provided on this website to help you make better-informed financial decisions that are right for you.

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Personal Finance Society Accreditation

We update our knowledge

Professional knowledge is often demonstrated through academic success. Within the Estate Capital team, we have one Professor of Finance, one Master's Degree in Financial Forecasting, one CFA UK Investment Management Certificate, five Bachelor of Science or Arts graduates, one CII Chartered Financial Planner and five CII Diploma's in Financial Planning. We advance this knowledge through Continuing Professional Development (CPD) to keep us up to date and informed.

Top 100 Financial Advisers 2018

FT Adviser Top 100 Financial Adviser firm 2018

Estate Capital is listed in the FT Adviser Top 100 Financial Adviser firms in the UK for 2018. The list takes into consideration qualifications, investment strategies, areas of advice, new business levels, funds under management and client satisfaction levels. Estate Capital was the only Welsh financial advice firm to make the list.

Our financial advisers have a wealth of experience helping clients with their financial planning. We can help you build and benefit from financial security. We believe it’s important that you to have confidence in your financial arrangements and the peace-of-mind to enjoy life to the full.

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.