Meet the Team

Led by Chartered Financial Advisers – supported by a team of market analysts, researchers, investment managers and technical administrators.

Meet the Team
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  • Meet the Team
Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

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.

Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

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.

Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser

Kevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients.

Tomiko Evans

Tomiko Evans

Investment Research Analyst View Profile

Tomiko Evans

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.

Liam Connor

Liam Connor

Operations Manager View Profile

Liam Connor

Operations Manager

As Operations Manager, Liam is responsible for overseeing all areas of the business, making sure they are running smoothly, and most importantly, the maintenance of our client service delivery.

Kate White

Kate White

Paraplanner Manager View Profile

Kate White

Paraplanner 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 Armstrong

Mandy Armstrong

Finance Administrator and IT Manager View Profile

Mandy Armstrong

Finance Administrator and IT Manager

Mandy has a background in accountancy and IT so in addition to her finance and administrative responsibilities. Mandy manages and maintains the Estate Capital IT systems, our website and our blog page.

Catherine Bevan

Catherine Bevan

Client Services Administrator View Profile

Catherine Bevan

Client 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 Williams

Jenna Williams

Paraplanner View Profile

Jenna Williams

Paraplanner

Jenna is a member of our paraplanning team. She delivers the very important research and reports that justify and support our advice.

Jonathan Dunbar Administrator

Jonathan Dunbar

Administrator View Profile

Jonathan Dunbar

Administrator

Jon joined the team in October 2019 working as an administrator. He has previously worked for over 10 years in a financial services network working his way through various roles starting in the commissions department and working his way up to being an account manager for their client management system.

Polly Jenkins Paraplanner

Polly Jenkins

Paraplanner View Profile

Polly Jenkins

Paraplanner

Experienced in areas of Investments and Personal Tax planning, Polly provides in-depth research of technical issues, relays reasons for advice to our clients and helps with the smooth running of our compliance and business administration.

Belinda Beynon

Belinda Beynon

Administrator, Receptionist View Profile

Belinda Beynon

Administrator, 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.

Francesca Jones

Debbie Lewis

Administrator, Receptionist View Profile

Debbie Lewis

Administrator, Receptionist

Debbie 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.

Mike Buckle Academic Consultant

Mike Buckle

Academic Consultant View Profile

Mike Buckle

Academic 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.