Chartered Financial Planners
01792 477 763

Chris Davies

Chartered Financial Adviser / Investment Director

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Key Qualifications

  • Chartered Financial Adviser
  • Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning (APFS)
  • Chartered Insurance Institute (CII) Advanced Diploma in Pension Planning
  • Chartered Insurance Institute (CII) Advanced Diploma in Investment Planning
  • Chartered Insurance Institute (CII) Certificate in Discretionary Investment Management
  • Member of the Personal Finance Society

Biography

Chartered Financial Planner Accreditation

Chris is a Chartered Independent Financial Adviser and leads the investment team. Chris is responsible for the financial planning advice to our private and corporate clients.

Supported by the Estate Capital team, Chris provides well researched and personally relevant guidance across the whole area of wealth management, investment advice, retirement and estate planning.

Chris is a chartered financial adviser, one of only a small number in Wales. He specialises in the area of investment management, retirement planning and estate planning.

Chris is also the managing director of Estate Capital having founded the firm in 2003. Prior to setting up Estate Capital he worked for two major national insurance companies for fourteen years. Most of his career has been spent advising clients on the most suitable options for pension, savings and investment. It is his knowledge and experience of the pensions and investment market that helps us deliver a first class service to our private and corporate clients.

Chris leads the investment team and takes responsibility for the research, selection, publication and performance of the eight “in house” investment portfolios and has done so since their inception in 2004.

We are now in our fourteenth year of running investment portfolios and currently manage £160 million on behalf of our clients.

Chris is responsible for our updates on investment markets. He is responsible for the research and publication of our Investment Outlook Reports and contributes to our blog page.

Chris is studying towards the Chartered Insurance Institute (CII) Fellowship which he expects to complete this year.

Read more articles by Chris Davies
chartered financial planner accreditation

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