Call us on 01792 477763 Contact Us

Investment Outlook

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 Outlook

The Estate Capital Investment Portfolios

The Estate Capital Investment Portfolios are refreshed every six months. At these reviews we test the asset allocation for each portfolio using a portfolio modelling tool powered by research from actuaries Willis Towers Watson and investment data from Financial Express and Morning Star. We also review our investment fund selections that make up the portfolios. The justification for our portfolio selections is found in our Investment Outlook report that accompanies each edition of our portfolios.

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a portfolio that's right for you.

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
Tomiko Evans

Tomiko Evans

Investment Research Analyst View Profile

Tomiko Evans

Investment Research Analyst