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Our map to help you find the financial information you are looking for.

About Us

  • About Estate Capital

    We want every client to consider Estate Capital to be their very own personal and trusted adviser.

  • What our clients say

    Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

  • Our client stories

    We recently invited a few of our clients to share their own experiences of working with us so that you can see how our advice works in practice.

  • Frequently Asked Questions

    We want every client to consider Estate Capital to be their very own personal and trusted adviser.

  • Advice Services & Fees

    Our fee structure is designed to offer loyal clients a reward for growing their wealth through us.

  • Meet the Team

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

  • Our History

    How our business has grown.

Financial Advice

Wealth Management

Resource Library

  • Resource Library

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

  • Media Resource Library

    Our media library provides details of our video and press coverage.

  • Archive Library

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

  • Finance Glossary

    This section includes a summary of common finance and investment terms, phrases and their definition.

Investment Portfolios

  • Investment Portfolios

    Learn why our portfolios consistently outperform industry benchmarks.

  • 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.

  • Cautious 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.

  • Conservative 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.

  • Conservative Alpha 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.

  • Balanced Beta Portfolio

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

  • Balanced 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.

  • 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.

  • 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.

  • 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.

18 December 2018

A changing world

The world has come a long way since the collapse of Lehman Brothers in September 2008. Regulators...

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15 December 2018

Oil Wars

The US administration’s sanctions against Iranian oil exports came into force on the 4th November...

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23 November 2018

Easy Money

With US interest rates increasing, the days of easy money are coming to an end and markets know t...

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15 November 2018

Red October

The falls in equity markets in October were savage with all major markets falling deeply in the r...

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23 August 2018

A hard affair?

Our last blog post and newsletter entitled ‘A Soft Affair’ was written soon after Prime Minist...

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20 June 2017

Jobs in the City.

The Brexit referendum result caused significant uncertainty over the future of the City of London...

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22 May 2017

The Birth of LISA

With the start of Spring and a new tax year upon us, workers will benefit from a £500 rise in the...

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22 May 2017

Brexit Payment

We expect the UK to trigger Article 50 in late March and so start the proceedings to leave the EU...

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22 May 2017

Emerging Markets

Our general opinion is that emerging markets offer good long term value but have until recently f...

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22 May 2017

Pensions Changes

With all the talk of the forthcoming Referendum please do not forget some of the new pension chan...

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22 May 2017

UK Budget 2016

As suspected the Chancellor didn't push ahead with the pension reforms, he did however introduce ...

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22 May 2017

End of Tax Year

We are fast approaching the end of the tax year and with a Budget and two bank holidays thrown in...

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21 May 2017

Pension Tax Relief

There has been wide industry comment that a ‘flat rate’ of pension tax relief may be announced by...

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17 May 2017

Banking Reform

The proposals are designed to avoid the need for taxpayers to bail out banks ever again.

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