01792 477 763 Chartered Financial Advisers

Meet the Team

Led by Chartered Financial Advisers – supported by a team of market analysts, researchers, investment managers and technical administrators. Our team has been intentionally structured to provide the most relevant advice.

Meet our Financial Advisers

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Chris Davies

Chartered Financial Adviser / Investment Director

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

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Phil Johnson

Independent Financial Adviser / Pensions Director

Phil is an independent financial adviser and leads the pension’s team. Responsible for the financial planning advice to our private and corporate clients.

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Kevin Jones

Independent Financial Adviser / Marketing Consultant

Kevin is an independent financial adviser and leads the marketing team. Responsible for the financial planning advice to our private and corporate clients.

Meet our Specialists & Technical Administrators

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Tomiko Evans

Investment Research Analyst

Tomiko is our resident economist and investment analyst. She is part of our investment team and is responsible for contributing and sub-editing the Estate Capital Investment Outlook Reports.

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Liam Connor

Client Relations Manager

Liam is part of the investment management team and responsible for the building, implementation and on-going rebalancing of our eight “in house” investment portfolios.

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Kate White

Paraplanner

Kate is a specialist in occupational pension scheme transfers. She takes responsibility for the research and reports that justify and support our advice in this specialist area.

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Mandy Armstrong

Paraplanner and IT Manager

Mandy has a background in accountancy and IT so in addition to her paraplanning responsibilities Mandy manages and maintains the Estate Capital IT systems, our website and our blog page.

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Mandy Beer

Group Pension Administrator

Mandy is our lead administrator for our corporate services. Mandy is responsible for our many company pension schemes through the efficient management of member records for our group pensions, occupational pensions and group life schemes.

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Jo Beynon-Hewitt

Administrator

Jo fulfils many important tasks, which includes assessing and managing our internal finances and data records, together with other general administrative duties.

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Francesca White

Administrator, Receptionist

Fran is jointly responsible for our reception area and also maintains and updates our client records and data. She also takes responsibility for the client service diary, as well as establishing and developing both client and business relationships.

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Belinda Beynon

Administrator, Receptionist

Belinda is responsible for our Reception, she also maintains and updates our client records and data. Belinda takes responsibility for our marketing and press advertising.

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Mike Buckle

Academic Consultant

Mike is an academic consultant with Estate Capital. Mike was the Associate Professor in Finance at Swansea University for over 20 years. He has recently joined Liverpool University in London to lecture on an MSc in Investment Management which is CFA recognized.