Wise Investment Advice

Make better-informed investment decisions that work for you.

Investment Advice
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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.

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.

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.
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 Testimonials

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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Download our free guide to investment management

A Guide to Investment Management

Maximise your returns with a level of risk you’re entirely comfortable with and make better informed investment decisions that are right for you.

Guide to Investment Management

Financial Guides

Please read the many free financial guides we have provided on this website to help you make better-informed financial decisions that are right for you.

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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.

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.

Financial News & Investment Views from our blog | Read More

Spring Daffodils
09 April 2019

Happy New Tax Year!

Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions fo...

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Estate Capital Financial Management
09 April 2019

Estate Capital launches new website

We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content

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Foreign Secretary Philip Hammond
20 March 2019

Our portfolios are now fully invested

At the end of last year, we were concerned with the volatility in the markets with interest rate rises by the Federal Reserve, the trade dispute between Chins and the USA, the slowing of the Chines...

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