Call us on 01792 477763

About Us
About Us

Client Testimonials

Client Stories

Financial FAQ's

Service & Fees

Meet the Team

Our History

Contact Us
What our clients say

Our clients share their own experiences of working with us.
Find out more

Meet the team

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

Make better-informed financial decisions that are right for you.
Find out more

Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.
Find out more
Portfolios

Defensive

You prefer to take a small amount of risk to achieve modest or relatively stable returns.
Learn More

Conservative Alpha

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

Balanced Alpha

You are aiming for higher long term returns and accept significant fluctuations in value.
Learn More

Cautious

You accept some risk & aim for a reasonable return.
Learn More

Balanced Beta

You are aiming for higher long term returns & accept poorer performance.
Learn More

Speculative Beta

You are aiming for higher long term returns and accept significant fluctuations in value.
Learn More

Conservative Income

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

Balanced Income

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

Speculative Alpha

You are aiming for higher long term returns and accept frequent, significant fluctuations in value.
Learn More
Resources (current)
Latest News

Resource Library

Media Library

Archive Library

Finance Glossary
Downloads

Free guides to help you make better-informed financial decisions.
Find out more

Wealth Management

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

Wealth Management

Home
Wealth Management

Building Wealth

Building Wealth

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

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.

Trustee Responsibility

Trustee Responsibility

Make the most of your trust assets.

Discretionary Investment Management

Discretionary Investment Management

Consider an alternative investment strategy.

Financial Services

About Estate Capital