Call us on 01792 477763

Wealth Management

Co-ordinate your investments, grow capital and increase your income.

Wealth Management
  • Home
  • Wealth Management

Building Wealth

We focus our advice on creating bespoke wealth management plans that help you fulfil your financial objectives, expectations and responsibilities. By aligning your current circumstances with your objectives, our financial advisers will work with you to create a long-term plan that also gives you the financial freedom to enjoy life to the full.

Estate Capital provide coordinated advice on deposits, investments, insurance, pensions, taxation and estate planning, to ensure that you’re getting the very best returns from all of your investments.

Understanding

We take care to understand your financial position and income requirements. Only through thorough assessment and understanding your requirements, can we construct an investment solution that is ideally suited to you. And, over time your needs and priorities will change and your financial arrangements will need to adapt accordingly.

Good Returns

We want you to benefit from good investment returns as well as being comfortable with the means by which your returns are achieved. It is important that your attitude to risk and your investments are regularly reviewed to ensure that they remain aligned with your objectives.

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Client Story - Investment Advice

Specialist support
Anthony Rotondo

If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.
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 and make better informed investment decisions that are right for you.

Guide to Investment Management

Financial Guides

Please read the many free financial guides we have provided on this website to help you make better-informed financial decisions that are right for you.

Read More

As a FT Adviser Top 100 firm with a client retention rate of 98.7% and more than £215 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.

£215M

Under Management

98%

Client Satisfaction

784

Happy Clients

90

Years Experience

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

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.

Financial News & Investment Views from our blog | Read More

chartered financial planner
19 April 2019

Why choose a Chartered Financial Planner?

When looking for professional financial advice on such important issues as Financial & Investment Advice, Retirement Planning or Estate Planning matters should seek an Independent Financial Advi...

Read more...
Spring Daffodils
09 April 2019

Happy New Tax Year!

Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions fo...

Read more...
Estate Capital Financial Management
09 April 2019

Estate Capital launches new website

We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content

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