01792 477 763 Chartered Financial Advisers
Resource Library

Our resource library may help you with any financial issues you may have.

Financial and Investment Resource Library

Download our free company brochure

An Introduction to Estate Capital

Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.

Company Brochure
Download our free investment outlook brochure

Investment Portfolio Outlook

Our latest global markets investment outlook and performance report.

Investment Outlook Brochure
Download our free investment overview brochure

Investment Portfolios Overview

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.

Investment Overview Brochure
Download our free guide to retirement planning

A Guide to Retirement Planning

Make better informed pension decisions that are right for you.

Guide to Retirement Planning
Download our free guide to retirement transfers

A Guide to Pension Transfers

Have confidence in your pension and peace-of-mind to enjoy life now.

Guide to Pension Transfers
Download our free guide to estate planning

A Guide to Estate Planning

Help your children inherit more and give them the best future possible.

Guide to Estate Planning
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.

Guide to Investment Management
Download our free guide to family and business protection

A Guide to Family & Business Protection

Ensure your financial security for when you might need it most.

Guide to Family & Business Protection
Download our free Defensive Portfolio

Defensive Portfolio

You prefer to take a small amount of risk to achieve modest or relatively stable returns. You accept there may be some short term fluctuations in value.

Download Defensive Portfolio
Download our free Conservative Portfolio

Conservative Portfolio

You accept some risk & aim for a reasonable return. You accept the risk of a small to moderate loss with modest yet frequent fluctuations in value.

Download Conservative Portfolio
Download our free Balanced Income Portfolio

Balanced Income Portfolio

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return. You accept modest yet frequent fluctuations in value and the risk of a moderate loss.

Download Balanced Income Portfolio
Download our free Balanced Beta Portfolio

Balanced Beta Portfolio

You are aiming for higher long term returns and accept some sustained periods of poorer performance. You accept the risk of a greater than moderate loss.

Download Balanced Beta Portfolio
Download our free Balanced Higher Income Portfolio

Balanced Higher Income Portfolio

You are aiming for higher long term returns & accept some sustained periods of poorer performance. You accept the risk of a greater than moderate loss.

Download Balanced Higher Income Portfolio
Download our free Balanced Alpha Portfolio

Balanced Alpha Portfolio

You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a greater than moderate loss.

Download Balanced Alpha Portfolio
Download our free Speculative Beta Portfolio

Speculative Beta Portfolio

You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a moderately significant loss.

Download Speculative Beta Portfolio
Download our free Speculative Alpha Portfolio

Speculative Alpha Portfolio

You are aiming for higher long term returns and accept frequent, significant fluctuations in value.You accept the risk of a significant loss.

Download Speculative Alpha Portfolio
Download our free financial planning questionnaire

Financial Planning Questionnaire

Our principle “Know your Client” document that we complete with you.

Financial Planning
Download our free attitude to risk questionnaire

Attitude to Risk Questionnaire

This questionnaire helps us assess your capacity for loss and your attitude to risk.

Attitude to Risk
Download our free portfolio investment selection questionnaire

Portfolio Investment Selection Questionnaire

This questionnaire helps us select the most relevant investments for you.

Portfolio Investment Selection
Download our free pension transfer questionnaire

Pension Transfer Questionnaire

This questionnaire helps identify the suitability of a pension transfer.

Pension Transfer
Download our free private client agreement

Private Client Agreement

Our terms and conditions for engaging private clients.

Private Client Agreement
Download our free corporate client agreement

Corporate Client Agreement

Our terms and conditions for engaging corporate clients.

Corporate Client Agreement
Download our complaints procedure

Complaints Procedure

All Financial Conduct Authority(FCA) authorised firms have a complaints handling procedure. Here is ours.

Complaints Procedure
Download our letter of authority

Letter of Authority

A letter of authority gives us access to investment and policy information held on your behalf.

Letter of Authority
Download our free investment outlook edtion 26

Investment Outlook Edition 26

Our latest global markets investment outlook and performance report.

Investment Outlook Edition 26
Download our free investment overview edtion 25

Investment Overview Edition 26

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.

Investment Overview Edition 26
Download our free investment outlook edtion 25

Investment Outlook Edition 25

Our latest global markets investment outlook and performance report.

Investment Outlook Edition 25
Download our free investment overview edtion 25

Investment Overview Edition 25

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.

Investment Overview Edition 25
Download our free investment outlook edtion 24

Investment Outlook Edition 24

Our latest global markets investment outlook and performance report.

Investment Outlook Edition 24
Download our free investment overview edtion 24

Investment Overview Edition 24

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.

Investment Overview Edition 24
Download our free investment outlook edtion 23

Investment Outlook Edition 23

Our latest global markets investment outlook and performance report.

Investment Outlook Edition 23
Download our free investment overview edtion 23

Investment Overview Edition 23

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.

Investment Overview Edition 23