About Estate Capital
We want every client to consider Estate Capital to be their very own personal and trusted adviser.
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 committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company, investment company or fund manager. Our sister company Crossing Point Investment Managers is also independent from any bank, building society, insurance company, investment company or fund manager.
Why choose Estate Capital ?
Client Focused
We are chartered, established and client focused. We are well qualified and conduct all research in house rather than rely on third parties. This approach gives us knowledge and understanding.
Trust and Integrity
Trust and integrity are at the heart of what we do. Without these fundamental ingredients, no business can flourish. We put our clients’ interests at the forefront of our considerations at all times.
Relevant Advice
Our advice is relevant, considered and reviewed. It is important that your attitude to risk and tolerance of loss are regularly assessed to ensure that they remain aligned with your objectives.
Quality Service
Financial planning is not a one-off event, it is lifelong. We therefore provide a highly valued, regular and on-going face to face advice and management service to our clients.
We are Chartered Financial Planners
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
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 fund.
We update our knowledge
Professional knowledge is often demonstrated through academic success. Within the Estate Capital team, we have one Professor of Finance, one Doctor of Finance, two CFA UK Investment Management Certificate, five Bachelor of Science or Arts graduates, two 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.
Estate Capital entered the FT Adviser Top 50 Boutique Financial Advisers list in 2025.
Top 100 Firm 2023
Estate Capital entered the FT Adviser Top 100 Financial Advisers list in 2023. This list sets out to showcase some of the best financial advisers in the UK.
Top 100 Firm 2018
Estate Capital entered the FT Adviser Top 100 Financial Advisers list in 2018. This list sets out to showcase some of the best financial advisers in the UK.