Chris DaviesChartered 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.
Phil JohnsonIndependent 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.
Kevin JonesIndependent Financial Adviser
Kevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients.
Tomiko EvansInvestment 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.
Liam ConnorClient 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 WhiteParaplanner Manager
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.
Mandy ArmstrongParaplanner and IT Manager
Mandy has a background in accountancy and IT so in addition to her para-planning responsibilities Mandy manages and maintains the Estate Capital IT systems, our website and our blog page.
Catherine BevanClient Services Administrator
Cath is a member of our client services team and is responsible for communicating to our clients through detailed technical letters that confirm, and support advice provided.
Jenna is part of our para-planning team. She delivers the very important research and reports that justify and support our advice.
Francesca JonesAdministrator, 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.
Belinda BeynonAdministrator, 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.
Mari has recently joined our team as an Administrator. At Estate Capital, Mari’s role involves dealing with the processing and settling of received commission, adviser charges and fees.
Mike BuckleAcademic 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.
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.