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.
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.
Independent Financial Adviser / Marketing Consultant
Kevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients. Kevin is also responsible for the marketing functionality at Estate Capital.
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.
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.
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.
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.
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.
Jo fulfils many important tasks, which includes assessing and managing our internal finances and data records, together with other general administrative duties.
Client Services Administrator
Cath is our client services administrator, and works as part of our client services team.
Jenna has recently joined our paraplanning team and delivers the very important research and reports that justify and support our advice.
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.
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.
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.