01792 477 763 Chartered Financial Advisers
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.

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 Towers Watson and investment data from Financial Express. 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.

Our Investment Specialists

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Chris Davies

Chartered Financial Adviser

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Phil Johnson

Independent Financial Adviser

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Tomiko Evans

Investment Research Analyst

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Liam Connor

Client Relations Manager

Need Investment Advice

If you would like to discuss any investment issues, we would be pleased to answer any questions you may have.

© Estate Capital 2014 - 2017. Registered in Wales No. 4688919. Authorised and regulated by the Financial Conduct Authority.