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
Busy trading floor of the New York Stock Exchange

The falls in equity markets in October were savage with all major markets falling deeply in the red. This was particularly true of the US technology sector. One factor that has emerged from these s...

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President Donald Trump and Jerome Powell

World markets took a heavy fall last week due to the concerns that US interest rates are likely to rise for further than previously expected. New York’s Dow Jones Index fell 5% over two days of tr...

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Federal Reserve Building, Washington DC, USA.

The Federal Reserve Chairman Jay Powell recently announced that “The US economy is enjoying a remarkable positive set of economic circumstances and there was no reason to think it cannot continue f...

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Estate
— [ esteit ]
Noun

The accumulation of property and assets.

All the money and assets owned by an individual.

Capital
— [ kapitel ]
Noun

Wealth in the form of money or other assets owned by a person or organisation.

The employment of money in the production of greater wealth.

Estate Capital
— [ esteit kapitel ]
Service

Aiding the growth and accumulation of personal and family wealth and its transfer through the generations.