Call us on 01792 477763

Chris Davies

Chartered Financial Planner / Investment Director

Chris Davies Chartered Financial Planner

Biography

Chris is a Chartered Independent Financial Planner and leads the investment team. Chris is responsible for the financial planning advice to our private and corporate clients.

Supported by the Estate Capital team, Chris provides well researched and personally relevant guidance across the whole area of wealth management, investment advice, retirement and estate planning.

Chris is a chartered financial planner, one of only a small number in Wales. He specialises in the area of investment management, retirement planning and estate planning.

Chris is also the managing director of Estate Capital having founded the firm in 2003. Prior to setting up Estate Capital he worked for two major national insurance companies for fourteen years. Most of his career has been spent advising clients on the most suitable options for pension, savings and investment. It is his knowledge and experience of the pensions and investment market that helps us deliver a first class service to our private and corporate clients.

Chris leads the investment team and takes responsibility for the research, selection, publication and performance of the nine “in house” investment portfolios and has done so since their inception in 2004.

We are now in our fifteenth year of running investment portfolios and currently manage £215 million on behalf of our clients.

Chris is responsible for our updates on investment markets. He is responsible for the research and publication of our Investment Outlook Reports and contributes to our blog page.

Key Qualifications

  • Chartered Financial Planner
  • Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning (APFS)
  • Chartered Insurance Institute (CII) Advanced Diploma in Pension Planning
  • Chartered Insurance Institute (CII) Advanced Diploma in Investment Planning
  • Chartered Insurance Institute (CII) Certificate in Discretionary Investment Management
  • Member of the Personal Finance Society
Chartered Financial Planner Logo

What our clients say about Chris Davies - Chartered Financial Planner.

© Estate Capital 2014 - 2019. Registered in Wales No. 4688919. Authorised and regulated by the Financial Conduct Authority.