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Clear Financial Advice

Make better-informed financial decisions that are right for you.

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Independent Financial Advice you can trust.

Our purpose is to help you achieve your lifestyle and financial objectives. Working together, we’ll develop a long-term financial plan that is right for you – giving you financial independence and the reassurance of financial security.

Understanding you

Before making recommendations we take the time to fully understand you, you’re current financial position, your objectives, expectations and responsibilities. We explain why our financial advice is relevant for you personally. Our initial meeting is offered without cost or obligation as we are yet to know how we can help.

Implementing a plan

All of our recommendations are tailored to you and fully explained within the details of your plan. We cover the selected investment strategy, the expected range of returns, future values and any taxation implications. We provide suitability of advice reports, policy features, investment fact sheets, cash flow and retirement forecasts and illustrations of expected benefits including costs.

On-going reviews

Recognising that life evolves and circumstances change, we’ll review and update your financial plan on an ongoing basis to ensure your financial plan continues to align your current circumstances with your long-term objectives.

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Client Story - Investment Advice

Specialist support
Anthony Rotondo

If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.

Our financial advisers have a wealth of experience helping clients with their financial planning. We can help you build and benefit from financial security. We believe it’s important that you to have confidence in your financial arrangements and the peace-of-mind to enjoy life to the full.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

Call 01792 477763 today or contact us and we'll arrange an initial meeting at no cost, to discuss your circumstances and explain how we can help you.

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

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© Estate Capital 2014 - 2019. Registered in Wales No. 4688919. Authorised and regulated by the Financial Conduct Authority.