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 ConnorOperations 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 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 ArmstrongFinance 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 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 a member of our paraplanning team. She delivers the very important research and reports that justify and support our advice.
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.
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 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.
Debbie LewisAdministrator, 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 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.