Wise Investment Advice.
Make better-informed investment decisions that work for you.
All of our clients benefit from a clear understanding of the options available, regular reviews with our advisers and the on-going support from our entire team - our purpose is to help you achieve your financial objectives.
Independent investment advice you can trust.
Growth of personal assets through wise investment is the basis of financial security. We take care to understand your financial position and income requirements. Only through thorough careful assessment and a clear understanding of your requirements, can we construct an investment solution that is suited to you.
Our financial advisers have a wealth of experience of helping clients invest for the future and will be happy to guide you through the many investment strategies available. We’ll take the time to understand your circumstances and help you choose arrangements that best suit your needs.
" I can highly recommend Estate Capital as a financial investment advising company. I have used Chris and team for the last 15 years and I have had nothing but positive results from their advice. They work hard to make sure your money is working hard and being placed in the right markets to ensure continuous financial growth on your investments, which is reassuring and essential during the tumultuous market we see ourselves in today! "
Justin Rees
Comfortable Returns
We want you to benefit from good investment returns as well as being comfortable with the means by which your returns are achieved. It is important that your attitude to risk and your investments are regularly reviewed to ensure that they remain aligned with your objectives.
Suitable Strategies
Once we have agreed your attitude to risk, your tolerance of loss, investment criteria and investment term we can then recommend a suitable investment strategy. The selected portfolio will be constructed to match your risk profile and will be regularly reviewed and updated.
Diversified Portfolios
Against a constantly changing world, often the most efficient investment outcome is achieved using a blend of investments. A portfolio of diversified assets can shield a portfolio from the effects of market volatility, beat inflation, and provide long term capital growth as well as a regular income if required. We want you to feel comfortable and reassured through our robust asset allocation and fund selection process. The quality of our selected investments provides confidence through both good and bad times.
Investment Management
Frequently Asked Questions
All investment carries risk. We can manage risk to acceptable levels of volatility through the blending of different types of assets that behave in different ways. Asset allocation can give investors’ confidence about the likely future range of returns and anticipated average likely return for each risk category of portfolio. We publish these returns every six months.
Each portfolio has a published anticipated average rate of return. This figure is the gross annual anticipated return but is not guaranteed. We publish our past five years cumulative and discrete performance as measured against the most relevant national risk related benchmark every six months. We are pleased to report that our portfolios consistently outperform the recognised national benchmarks.
We recommend that investors stay invested in our portfolios for a minimum of five years. This is due to the nature of investment and the time needed to participate in an economic growth cycle.
The longer an investment portfolio is left to grow the more that compounding growth factors will improve overall returns.
This does not mean that investors cannot access their capital from the portfolios at any time without penalty.
The minimum amount of money one can invest is £5,000 single payment or £100 pm regular contribution. There are no maximums.
All our portfolios comprise of daily traded funds so your commitment to an investment is simply as long or as short as you wish. For monthly savings the same applies.
" My wife and I were introduced to Estate Capital 16 years ago when I received a small legacy. Since then we have always dealt personally with Chris. Acting on his advice our investments have consistently performed significantly above the industry norm. Chris also gave my wife guidance on her retirement planning. We’ve no doubt that Chris and his team have considerable knowledge of the investment market. Knowledge which has allowed him to give early advice of market fluctuations, allowing us to adjust our investments. Although we are undoubtedly at the smaller end of Estate Capital’s clients, the small friendly team are always available for help and advice. We are proud to be associated with the only FT Top 100 Financial Company in Wales. "
Bernard Lewis
" Everything you could want for financial peace of mind. Through good times and bad: from the 2008 crash to the recent EU referendum, through successive governments and economic climates, Chris and his team have protected my funds and produced growth in their value that reflects a canny and pragmatic approach to investment and a deep understanding of financial risk and sustainable growth. Life has inevitably changed in the 11+ years of my relationship with Estate Capital, but they have the flexibility and listening skills to change my investment profile with it - and a personal service which is second to none. Put simply, Estate Capital are the best in Wales. "
Dawn Jones
" I’ve been a client of Estate Capital for a number of years and can honestly say they have been a pleasure to work with. Chris and his team have worked tirelessly to strive for my financial goals. With regards to my investments, ISAs, pensions, savings etc, there are dedicated members of the team that specialise in each area, and I have a periodical 6 monthly review of all my investments which falls in line with my aptitude to risk assessment. All in all, I'm very happy. "
Anthony Jones
Speak to one of our Financial Experts
Our financial advisers have a wealth of experience helping clients with their investment planning. We can help you build and benefit from wise and prudent investment portfolios. We believe it’s important that you to have confidence in your investments and the peace-of-mind to enjoy life to the full.
Phone us
Reach us on 01792 477763
Email us
Reach us at mail@estatecapital.co.uk
