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About Us

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Our clients share their own experiences of working with us.
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Meet the team

We'd love to talk about your financial future.
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Services
Wealth Management
Financial Planning
Pension Advice
Financial Advice

Make better-informed financial decisions that are right for you.
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Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.
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Portfolios

Cautious

You accept some risk & aim for a reasonable return.
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Balanced Beta

You are aiming for higher long term returns & accept poorer performance.
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Speculative Alpha

You are aiming for higher long term returns and accept frequent, significant fluctuations in value.
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Conservative Income

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return.
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Balanced Alpha

You are aiming for higher long term returns and accept significant fluctuations in value.
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Conservative Alpha

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return.
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Speculative Beta

You are aiming for higher long term returns and accept significant fluctuations in value.
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Free guides to help you make better-informed financial decisions.
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Wealth Management

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

Wealth Management

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Wealth Management

Building Wealth

Building Wealth

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

Investment Portfolios

Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

Investment Outlook

Investment Outlook

Understand some of the rationale behind our investment selections.

Investment Management

Investment Management

Maximise your returns with a level of risk you’re comfortable with.

Trend Following Portfolios

Trend Following Portfolios

Consider a low cost, risk controlled investment strategy.

ESG Sustainable Portfolios

ESG Sustainable Portfolios

Consider an ethical and sustainable investment strategy.

Investment Trust Portfolios

Investment Trust Portfolios

Consider an alternative growth investment strategy.

Financial Services

About Estate Capital